+2,958.4%
ADP vs AEHR
+346.0%
+2,612.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +10.4% | -10.1% | 0.0% |
| 7D | +0.9% | +8.1% | -7.2% | +0.6% |
| 30D | +11.9% | -15.9% | +27.7% | +12.0% |
| 3M | +13.7% | -43.9% | +57.6% | +14.8% |
| 6M | +46.8% | -37.1% | +83.9% | +46.2% |
| YTD | +21.8% | +225.8% | -204.0% | +13.6% |
| 1Y | +23.5% | +184.0% | -160.5% | +15.7% |
| 3Y | +44.1% | +168.5% | -124.4% | +31.1% |
| 5Y | +49.9% | +186.2% | -136.4% | +32.3% |
| 10Y | +318.8% | +2,078.1% | -1,759.4% | +228.1% |
| All | +2,958.4% | +346.0% | +2,612.5% | +2,026.3% |
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