-35.2%
AAL vs AEHR
+126.8%
-162.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.7% | +5.6% | -0.1% |
| 7D | -0.1% | +6.4% | -6.4% | -1.0% |
| 30D | +11.7% | -20.3% | +32.0% | +13.6% |
| 3M | -12.5% | -53.8% | +41.2% | -5.0% |
| 6M | +3.6% | -44.8% | +48.4% | +5.3% |
| YTD | -14.1% | +182.2% | -196.3% | -35.5% |
| 1Y | +0.8% | +174.7% | -174.0% | -24.3% |
| 3Y | +11.8% | +143.5% | -131.7% | -25.4% |
| All | -35.2% | +126.8% | -162.0% | -67.0% |
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