+3,753.2%
AEHR vs COO
+36.7%
+3,716.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -6.2% | +11.5% | +8.4% |
| 7D | +19.1% | -9.0% | +28.1% | +24.2% |
| 30D | -10.0% | -16.8% | +6.8% | -1.9% |
| 3M | +1.3% | -7.5% | +8.8% | +3.4% |
| 6M | +133.8% | -16.3% | +150.0% | +150.3% |
| YTD | +373.3% | -22.5% | +395.9% | +432.7% |
| 1Y | +256.2% | -7.0% | +263.2% | +262.5% |
| 3Y | +93.2% | -27.5% | +120.7% | +117.2% |
| 5Y | +793.1% | -43.3% | +836.4% | +1,008.8% |
| 10Y | +3,753.2% | +37.6% | +3,715.7% | +3,625.7% |
| All | +3,753.2% | +36.7% | +3,716.5% | +3,625.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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