+3,753.2%
AEHR vs D
+34.1%
+3,719.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.7% | +6.9% | +5.4% |
| 7D | +19.1% | -0.4% | +19.5% | +19.1% |
| 30D | -10.0% | -2.1% | -7.9% | -9.9% |
| 3M | +1.3% | -0.7% | +2.1% | +1.2% |
| 6M | +133.8% | +5.6% | +128.2% | +132.3% |
| YTD | +373.3% | +14.6% | +358.7% | +366.7% |
| 1Y | +256.2% | +15.3% | +240.8% | +251.1% |
| 3Y | +93.2% | +59.1% | +34.1% | +80.9% |
| 5Y | +793.1% | +3.9% | +789.2% | +779.3% |
| 10Y | +3,753.2% | +38.5% | +3,714.7% | +3,414.8% |
| All | +3,753.2% | +34.1% | +3,719.2% | +3,414.8% |
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