+3,555.8%
ADI vs AEHR
+547.9%
+3,008.0%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.3% | -4.7% | +0.1% |
| 7D | +2.6% | +19.1% | -16.5% | +1.1% |
| 30D | -4.6% | -10.0% | +5.4% | -4.2% |
| 3M | -9.5% | +1.3% | -10.8% | -11.0% |
| 6M | +14.8% | +133.8% | -118.9% | +4.4% |
| YTD | +35.8% | +373.3% | -337.5% | +15.5% |
| 1Y | +48.9% | +256.2% | -207.2% | +28.5% |
| 3Y | +115.6% | +93.2% | +22.3% | +83.8% |
| 5Y | +135.1% | +793.1% | -658.0% | +71.9% |
| 10Y | +636.4% | +3,753.2% | -3,116.8% | +345.4% |
| All | +3,555.8% | +547.9% | +3,008.0% | +1,568.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling