+3,875.0%
AEHR vs CBRE
+398.3%
+3,476.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.2% |
| 7D | +23.0% | -7.2% | +30.2% | +27.9% |
| 30D | -19.9% | -6.4% | -13.5% | -18.2% |
| 3M | +0.5% | +2.9% | -2.4% | -3.9% |
| 6M | +123.6% | +2.5% | +121.0% | +115.0% |
| YTD | +364.6% | -14.2% | +378.8% | +384.2% |
| 1Y | +255.3% | -15.1% | +270.5% | +273.0% |
| 3Y | +89.7% | +61.9% | +27.8% | +38.1% |
| 5Y | +827.9% | +42.4% | +785.5% | +632.7% |
| All | +3,875.0% | +398.3% | +3,476.7% | +2,110.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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