+712.1%
AEHR vs AEE
+38.7%
+673.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +0.9% |
| 7D | +9.8% | -0.8% | +10.5% | +9.8% |
| 30D | -26.7% | -2.9% | -23.8% | -26.6% |
| 3M | -8.1% | -2.4% | -5.7% | -8.6% |
| 6M | +123.1% | -2.7% | +125.8% | +122.2% |
| YTD | +369.0% | +7.3% | +361.7% | +361.2% |
| 1Y | +256.4% | +7.5% | +248.8% | +250.5% |
| 3Y | +96.4% | +46.2% | +50.2% | +79.2% |
| All | +712.1% | +38.7% | +673.4% | +682.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling