+1,831.5%
AEHR vs D
+48.0%
+1,783.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.9% | -6.7% |
| 7D | +6.4% | -1.4% | +7.7% | +6.4% |
| 30D | -20.3% | +7.7% | -28.0% | -20.5% |
| 3M | -53.8% | -0.3% | -53.5% | -53.7% |
| 6M | -44.8% | +10.1% | -54.9% | -45.2% |
| YTD | +182.2% | +19.1% | +163.1% | +178.0% |
| 1Y | +174.7% | +15.9% | +158.8% | +171.2% |
| 3Y | +143.5% | +75.0% | +68.5% | +126.6% |
| 5Y | +129.9% | +13.4% | +116.5% | +124.0% |
| All | +1,831.5% | +48.0% | +1,783.5% | +1,569.3% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling