+2,974.0%
ADP vs AEHR
+313.8%
+2,660.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -7.2% | +7.7% | +0.7% |
| 7D | +0.3% | +24.2% | -23.9% | -0.4% |
| 30D | +11.6% | -21.2% | +32.9% | +11.9% |
| 3M | +15.1% | -52.8% | +67.8% | +16.7% |
| 6M | +46.0% | -36.9% | +82.9% | +45.4% |
| YTD | +22.4% | +202.3% | -179.9% | +14.4% |
| 1Y | +24.5% | +162.9% | -138.4% | +16.8% |
| 3Y | +44.8% | +149.1% | -104.3% | +32.0% |
| 5Y | +49.1% | +146.2% | -97.1% | +32.1% |
| 10Y | +320.9% | +1,921.2% | -1,600.3% | +230.3% |
| All | +2,974.0% | +313.8% | +2,660.2% | +2,041.0% |
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