+305.5%
AEHR vs CP
+4,641.3%
-4,335.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.0% | +9.6% | +10.9% |
| 7D | +16.2% | +2.8% | +13.4% | +15.0% |
| 30D | -29.3% | +11.3% | -40.7% | -32.2% |
| 3M | -42.0% | +2.9% | -44.8% | -42.8% |
| 6M | -38.5% | +9.8% | -48.2% | -41.1% |
| YTD | +196.2% | +28.5% | +167.7% | +169.7% |
| 1Y | +144.3% | +33.5% | +110.8% | +120.0% |
| 3Y | +158.0% | +31.9% | +126.1% | +136.9% |
| 5Y | +144.4% | +25.5% | +118.9% | +130.0% |
| 10Y | +1,867.4% | +257.6% | +1,609.9% | +1,269.9% |
| All | +305.5% | +4,641.3% | -4,335.8% | +76.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling