+484.8%
AEHR vs D
+1,192.9%
-708.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.4% | +14.5% | +13.4% |
| 7D | +6.7% | +0.4% | +6.3% | +6.6% |
| 30D | -12.7% | -3.6% | -9.1% | -12.0% |
| 3M | -26.0% | -1.0% | -25.0% | -26.1% |
| 6M | +102.2% | +6.3% | +95.9% | +97.8% |
| YTD | +327.2% | +14.7% | +312.5% | +310.2% |
| 1Y | +228.1% | +16.9% | +211.2% | +213.5% |
| 3Y | +67.0% | +56.8% | +10.2% | +44.9% |
| 5Y | +928.1% | +5.2% | +922.9% | +872.4% |
| 10Y | +3,269.5% | +35.9% | +3,233.7% | +2,719.0% |
| All | +484.8% | +1,192.9% | -708.0% | +173.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling