+651.5%
ADI vs AEHR
+3,845.4%
-3,193.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.9% | +3.9% | +4.7% |
| 7D | +4.6% | +9.8% | -5.2% | +3.4% |
| 30D | -1.2% | -26.7% | +25.6% | +2.1% |
| 3M | -7.8% | -8.1% | +0.3% | -9.1% |
| 6M | +19.3% | +123.1% | -103.7% | +4.3% |
| YTD | +40.9% | +369.0% | -328.1% | +11.2% |
| 1Y | +54.5% | +256.4% | -201.9% | +24.3% |
| 3Y | +123.4% | +96.4% | +27.1% | +74.8% |
| 5Y | +142.3% | +836.6% | -694.3% | +52.6% |
| All | +651.5% | +3,845.4% | -3,193.9% | +270.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling