+1,818.4%
SYY vs AEHR
+547.9%
+1,270.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.3% | -3.1% | +2.0% |
| 7D | -0.2% | +19.1% | -19.3% | -0.7% |
| 30D | -2.7% | -10.0% | +7.3% | -2.6% |
| 3M | +5.9% | +1.3% | +4.6% | +5.0% |
| 6M | -2.3% | +133.8% | -136.1% | -6.1% |
| YTD | +13.1% | +373.3% | -360.2% | +6.0% |
| 1Y | +3.8% | +256.2% | -252.4% | -2.3% |
| 3Y | +26.7% | +93.2% | -66.5% | +18.7% |
| 5Y | +19.4% | +793.1% | -773.7% | +4.4% |
| 10Y | +112.0% | +3,753.2% | -3,641.2% | +71.9% |
| All | +1,818.4% | +547.9% | +1,270.6% | +1,379.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AEHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling