+87.8%
AAPL vs AEHR
+88.1%
-0.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.7% |
| 7D | +3.8% | +9.8% | -5.9% | +3.3% |
| 30D | +9.9% | -26.7% | +36.7% | +11.6% |
| 3M | +12.5% | -8.1% | +20.6% | +11.1% |
| 6M | +27.6% | +123.1% | -95.4% | +15.6% |
| YTD | +22.6% | +369.0% | -346.4% | +3.6% |
| 1Y | +45.0% | +256.4% | -211.4% | +24.1% |
| 3Y | +87.8% | +96.4% | -8.6% | +47.6% |
| All | +87.8% | +88.1% | -0.3% | +47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling