+917.8%
AEHR vs COO
-39.5%
+957.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.7% | +8.0% | +7.0% |
| 7D | +18.5% | -2.3% | +20.8% | +20.0% |
| 30D | -11.9% | -8.8% | -3.1% | -7.0% |
| 3M | -5.0% | +1.3% | -6.4% | -8.1% |
| 6M | +155.0% | -11.6% | +166.5% | +170.4% |
| YTD | +349.7% | -17.4% | +367.1% | +406.5% |
| 1Y | +260.4% | -1.6% | +262.0% | +256.3% |
| 3Y | +83.6% | -22.6% | +106.2% | +101.6% |
| 5Y | +917.8% | -40.3% | +958.2% | +1,145.9% |
| All | +917.8% | -39.5% | +957.3% | +1,145.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling