+186.2%
AEHR vs COO
-41.3%
+227.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -1.0% | +11.4% | +11.0% |
| 7D | +8.1% | -2.3% | +10.4% | +9.8% |
| 30D | -15.9% | +13.3% | -29.1% | -23.1% |
| 3M | -43.9% | -18.1% | -25.8% | -38.0% |
| 6M | -37.1% | +6.7% | -43.8% | -45.0% |
| YTD | +225.8% | -23.2% | +249.0% | +276.4% |
| 1Y | +184.0% | -12.3% | +196.3% | +196.6% |
| 3Y | +168.5% | -23.6% | +192.0% | +182.1% |
| 5Y | +186.2% | -38.7% | +225.0% | +298.9% |
| All | +186.2% | -41.3% | +227.6% | +298.9% |
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