+3,946.6%
AEHR vs CLBK
+65.5%
+3,881.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +9.8% | -1.5% | +11.2% | +10.6% |
| 30D | -26.7% | -1.0% | -25.7% | -26.4% |
| 3M | -8.1% | +22.9% | -31.0% | -18.0% |
| 6M | +123.1% | +44.2% | +78.9% | +83.8% |
| YTD | +369.0% | +64.0% | +305.0% | +258.0% |
| 1Y | +256.4% | +65.7% | +190.7% | +170.7% |
| 3Y | +96.4% | +54.1% | +42.3% | +52.7% |
| 5Y | +836.6% | +44.7% | +791.9% | +625.3% |
| All | +3,946.6% | +65.5% | +3,881.1% | +2,662.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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