+45.8%
ADP vs AEHR
+889.0%
-843.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.3% | -8.7% | -3.6% |
| 7D | -5.5% | +18.5% | -24.0% | -5.8% |
| 30D | -1.2% | -11.9% | +10.7% | -1.2% |
| 3M | +17.9% | -5.0% | +22.9% | +17.2% |
| 6M | +20.3% | +155.0% | -134.6% | +13.6% |
| YTD | +5.8% | +349.7% | -343.8% | -3.4% |
| 1Y | -7.7% | +260.4% | -268.1% | -15.5% |
| 3Y | +14.7% | +83.6% | -68.9% | +5.6% |
| 5Y | +45.8% | +917.8% | -872.0% | +14.4% |
| All | +45.8% | +889.0% | -843.2% | +14.4% |
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