-24.5%
ADSK vs AEHR
+817.5%
-842.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.3% |
| 7D | -2.5% | +9.8% | -12.3% | -3.3% |
| 30D | -14.9% | -26.7% | +11.9% | -13.2% |
| 3M | +3.3% | -8.1% | +11.4% | +1.1% |
| 6M | -15.7% | +123.1% | -138.7% | -27.6% |
| YTD | -28.2% | +369.0% | -397.2% | -45.2% |
| 1Y | -34.5% | +256.4% | -290.9% | -49.0% |
| 3Y | -2.9% | +96.4% | -99.3% | -24.7% |
| All | -24.5% | +817.5% | -842.0% | -61.2% |
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