+2,078.1%
AEHR vs D
+47.5%
+2,030.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | -0.5% | +10.9% | +10.4% |
| 7D | +8.1% | -2.4% | +10.5% | +8.2% |
| 30D | -15.9% | +9.0% | -24.8% | -16.2% |
| 3M | -43.9% | +1.0% | -44.8% | -43.8% |
| 6M | -37.1% | +11.0% | -48.1% | -37.6% |
| YTD | +225.8% | +19.8% | +206.0% | +220.9% |
| 1Y | +184.0% | +16.0% | +168.1% | +180.5% |
| 3Y | +168.5% | +74.4% | +94.1% | +150.0% |
| 5Y | +186.2% | +13.5% | +172.7% | +179.1% |
| 10Y | +2,078.1% | +48.4% | +2,029.8% | +1,777.5% |
| All | +2,078.1% | +47.5% | +2,030.7% | +1,777.5% |
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