+917.8%
AEHR vs CP
+34.0%
+883.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.5% | +5.8% | +5.7% |
| 7D | +18.5% | +2.4% | +16.1% | +15.7% |
| 30D | -11.9% | -0.5% | -11.4% | -11.7% |
| 3M | -5.0% | +1.4% | -6.4% | -8.5% |
| 6M | +155.0% | +10.3% | +144.6% | +128.1% |
| YTD | +349.7% | +24.3% | +325.4% | +256.9% |
| 1Y | +260.4% | +20.4% | +240.0% | +195.4% |
| 3Y | +83.6% | +21.8% | +61.8% | +49.2% |
| 5Y | +917.8% | +31.5% | +886.3% | +710.0% |
| All | +917.8% | +34.0% | +883.8% | +710.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 CP 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