+12.4%
AA vs AEHR
+976.1%
-963.8%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.3% | -7.2% | -2.8% |
| 7D | -0.6% | +19.1% | -19.7% | -3.5% |
| 30D | -1.6% | -10.0% | +8.5% | -0.9% |
| 3M | -29.8% | +1.3% | -31.1% | -32.5% |
| 6M | -16.6% | +133.8% | -150.4% | -32.1% |
| YTD | -4.0% | +373.3% | -377.3% | -31.6% |
| 1Y | +63.5% | +256.2% | -192.7% | +20.3% |
| 3Y | +86.8% | +93.2% | -6.5% | +34.3% |
| 5Y | +12.4% | +793.1% | -780.7% | -37.4% |
| All | +12.4% | +976.1% | -963.8% | -37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling