+3,912.3%
AEHR vs AEE
+191.1%
+3,721.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +0.9% |
| 7D | +9.8% | -0.8% | +10.5% | +9.9% |
| 30D | -26.7% | -2.9% | -23.8% | -26.4% |
| 3M | -8.1% | -2.4% | -5.7% | -8.3% |
| 6M | +123.1% | -2.7% | +125.8% | +122.9% |
| YTD | +369.0% | +7.3% | +361.7% | +360.2% |
| 1Y | +256.4% | +7.5% | +248.8% | +249.4% |
| 3Y | +96.4% | +46.2% | +50.2% | +79.0% |
| 5Y | +836.6% | +39.7% | +796.9% | +754.5% |
| All | +3,912.3% | +191.1% | +3,721.1% | +3,200.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling