+187.4%
ABBV vs AEHR
+817.5%
-630.1%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.8% |
| 7D | +0.3% | +9.8% | -9.5% | +0.3% |
| 30D | +3.4% | -26.7% | +30.1% | +3.3% |
| 3M | +15.2% | -8.1% | +23.3% | +15.2% |
| 6M | +14.7% | +123.1% | -108.4% | +13.9% |
| YTD | +15.2% | +369.0% | -353.8% | +13.8% |
| 1Y | +20.4% | +256.4% | -236.0% | +19.1% |
| 3Y | +91.3% | +96.4% | -5.0% | +88.2% |
| All | +187.4% | +817.5% | -630.1% | +179.4% |
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