+117.0%
AA vs AEHR
+3,845.4%
-3,728.5%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.2% |
| 7D | -3.4% | +9.8% | -13.2% | -4.5% |
| 30D | -5.8% | -26.7% | +20.9% | -2.8% |
| 3M | -29.9% | -8.1% | -21.8% | -31.1% |
| 6M | -27.0% | +123.1% | -150.1% | -36.8% |
| YTD | -8.7% | +369.0% | -377.7% | -28.4% |
| 1Y | +50.6% | +256.4% | -205.7% | +20.9% |
| 3Y | +74.1% | +96.4% | -22.3% | +36.5% |
| 5Y | +2.6% | +836.6% | -834.0% | -33.8% |
| All | +117.0% | +3,845.4% | -3,728.5% | +12.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling