+1,991.2%
ADSK vs AEHR
+536.0%
+1,455.2%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.8% | +4.2% | +2.5% |
| 7D | -10.9% | +23.0% | -33.9% | -12.3% |
| 30D | -15.9% | -19.9% | +4.1% | -15.1% |
| 3M | -4.4% | +0.5% | -4.9% | -6.7% |
| 6M | -16.6% | +123.6% | -140.2% | -24.9% |
| YTD | -28.5% | +364.6% | -393.1% | -39.9% |
| 1Y | -34.6% | +255.3% | -290.0% | -44.4% |
| 3Y | -3.5% | +89.7% | -93.2% | -18.9% |
| 5Y | -25.6% | +827.9% | -853.5% | -47.2% |
| 10Y | +216.6% | +3,682.7% | -3,466.1% | +82.0% |
| All | +1,991.2% | +536.0% | +1,455.2% | +827.3% |
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