+1,052.9%
AEHR vs AEE
+822.6%
+230.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.0% | +4.3% | +5.0% |
| 7D | +18.5% | +1.3% | +17.2% | +18.2% |
| 30D | -11.9% | -1.2% | -10.7% | -11.6% |
| 3M | -5.0% | +1.0% | -6.0% | -5.9% |
| 6M | +155.0% | -2.3% | +157.2% | +154.8% |
| YTD | +349.7% | +9.1% | +340.5% | +336.4% |
| 1Y | +260.4% | +10.6% | +249.9% | +248.3% |
| 3Y | +83.6% | +48.5% | +35.1% | +61.9% |
| 5Y | +917.8% | +39.9% | +878.0% | +802.7% |
| 10Y | +3,517.1% | +185.7% | +3,331.4% | +2,424.8% |
| All | +1,052.9% | +822.6% | +230.3% | +481.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling