+48.7%
ADP vs AEHR
+126.8%
-78.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.7% | +7.3% | +0.7% |
| 7D | +2.2% | +6.4% | -4.2% | +2.1% |
| 30D | +10.6% | -20.3% | +30.9% | +10.8% |
| 3M | +12.9% | -53.8% | +66.7% | +14.0% |
| 6M | +50.6% | -44.8% | +95.5% | +50.4% |
| YTD | +23.2% | +182.2% | -159.0% | +12.2% |
| 1Y | +25.3% | +174.7% | -149.5% | +14.1% |
| 3Y | +47.1% | +143.5% | -96.4% | +28.0% |
| All | +48.7% | +126.8% | -78.1% | +17.2% |
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