+83.6%
AEHR vs COO
-23.3%
+106.9%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.7% | +8.0% | +6.4% |
| 7D | +18.5% | -2.3% | +20.8% | +19.5% |
| 30D | -11.9% | -8.8% | -3.1% | -8.7% |
| 3M | -5.0% | +1.3% | -6.4% | -7.2% |
| 6M | +155.0% | -11.6% | +166.5% | +168.5% |
| YTD | +349.7% | -17.4% | +367.1% | +395.1% |
| 1Y | +260.4% | -1.6% | +262.0% | +265.1% |
| 3Y | +83.6% | -22.6% | +106.2% | +83.1% |
| All | +83.6% | -23.3% | +106.9% | +83.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling