+72.9%
AEHR vs D
+63.9%
+9.0%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.4% | +13.5% | +13.1% |
| 7D | +6.7% | +1.5% | +5.3% | +6.9% |
| 30D | -12.7% | -2.6% | -10.1% | -13.0% |
| 3M | -26.0% | 0.0% | -26.0% | -26.1% |
| 6M | +102.2% | +7.4% | +94.8% | +103.5% |
| YTD | +327.2% | +15.9% | +311.4% | +330.5% |
| 1Y | +228.1% | +18.1% | +210.0% | +231.9% |
| All | +72.9% | +63.9% | +9.0% | +55.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling