+16.0%
AA vs AEHR
+147.2%
-131.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.6% | +9.3% | +3.7% |
| 7D | +0.9% | -5.7% | +6.7% | +1.2% |
| 30D | -6.4% | -41.7% | +35.3% | +0.6% |
| 3M | -13.0% | -44.6% | +31.7% | -7.0% |
| 6M | -34.6% | -28.9% | -5.7% | -35.3% |
| YTD | -23.0% | +201.3% | -224.4% | -50.8% |
| 1Y | +16.0% | +145.3% | -129.3% | -19.9% |
| All | +16.0% | +147.2% | -131.2% | -19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling