+827.9%
AEHR vs CHD
+19.7%
+808.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -2.2% |
| 7D | +23.0% | -4.7% | +27.7% | +21.4% |
| 30D | -19.9% | -8.3% | -11.6% | -21.7% |
| 3M | +0.5% | -4.0% | +4.6% | +0.2% |
| 6M | +123.6% | -6.5% | +130.1% | +122.0% |
| YTD | +364.6% | +13.1% | +351.5% | +381.4% |
| 1Y | +255.3% | +2.3% | +253.0% | +260.9% |
| 3Y | +89.7% | +1.8% | +87.9% | +90.5% |
| 5Y | +827.9% | +20.6% | +807.3% | +872.7% |
| All | +827.9% | +19.7% | +808.2% | +872.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling