+275.2%
ADP vs AEHR
+3,808.7%
-3,533.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +0.8% |
| 7D | -5.7% | +23.0% | -28.7% | -6.3% |
| 30D | -1.4% | -19.9% | +18.6% | -1.0% |
| 3M | +16.6% | +0.5% | +16.0% | +15.4% |
| 6M | +24.9% | +123.6% | -98.6% | +18.5% |
| YTD | +5.6% | +364.6% | -359.1% | -3.7% |
| 1Y | -6.0% | +255.3% | -261.4% | -13.8% |
| 3Y | +14.5% | +89.7% | -75.3% | +4.3% |
| 5Y | +47.9% | +827.9% | -780.0% | +19.3% |
| All | +275.2% | +3,808.7% | -3,533.6% | +157.6% |
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 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