+145.3%
AEHR vs AEE
+13.9%
+131.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +2.5% | -9.0% | -4.7% |
| 7D | -5.7% | +4.7% | -10.4% | -2.4% |
| 30D | -41.7% | +13.4% | -55.1% | -37.1% |
| 3M | -44.6% | +4.1% | -48.7% | -42.2% |
| 6M | -28.9% | +2.0% | -31.0% | -26.7% |
| YTD | +201.3% | +15.6% | +185.7% | +207.1% |
| 1Y | +145.3% | +14.1% | +131.2% | +155.5% |
| All | +145.3% | +13.9% | +131.4% | +155.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 1y: compounded portfolio wealth divided by compounded AEE 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…
1y analysis · Full analysis span regression · 6 months rolling