+3,912.3%
AEHR vs CHD
+126.1%
+3,786.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +1.0% |
| 7D | +9.8% | -4.5% | +14.2% | +9.5% |
| 30D | -26.7% | -6.7% | -20.0% | -27.0% |
| 3M | -8.1% | -2.7% | -5.4% | -8.2% |
| 6M | +123.1% | -4.9% | +128.0% | +123.0% |
| YTD | +369.0% | +13.3% | +355.7% | +369.8% |
| 1Y | +256.4% | +1.0% | +255.4% | +256.8% |
| 3Y | +96.4% | +1.3% | +95.0% | +94.5% |
| 5Y | +836.6% | +20.8% | +815.8% | +795.8% |
| All | +3,912.3% | +126.1% | +3,786.2% | +3,360.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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