-35.9%
AAL vs AEHR
+976.1%
-1,012.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.3% | -5.0% | -0.5% |
| 7D | -1.3% | +19.1% | -20.4% | -3.8% |
| 30D | -13.7% | -10.0% | -3.7% | -13.3% |
| 3M | -8.2% | +1.3% | -9.5% | -11.6% |
| 6M | +13.1% | +133.8% | -120.6% | -6.5% |
| YTD | -15.6% | +373.3% | -388.9% | -38.8% |
| 1Y | +1.4% | +256.2% | -254.8% | -24.3% |
| 3Y | -7.4% | +93.2% | -100.7% | -33.1% |
| 5Y | -35.9% | +793.1% | -829.0% | -68.4% |
| All | -35.9% | +976.1% | -1,012.1% | -68.4% |
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