+263.2%
AEHR vs D
+1,247.1%
-983.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.5% | +10.5% | +9.3% |
| 7D | -2.4% | +3.0% | -5.4% | -3.2% |
| 30D | -40.1% | +11.5% | -51.5% | -41.7% |
| 3M | -46.3% | +3.7% | -50.0% | -47.0% |
| 6M | -44.6% | +13.5% | -58.2% | -46.8% |
| YTD | +165.3% | +20.7% | +144.6% | +150.8% |
| 1Y | +126.1% | +18.2% | +107.9% | +114.5% |
| 3Y | +132.2% | +73.3% | +58.9% | +96.5% |
| 5Y | +108.3% | +12.3% | +96.0% | +93.6% |
| 10Y | +1,538.2% | +43.4% | +1,494.8% | +1,248.7% |
| All | +263.2% | +1,247.1% | -983.9% | +67.7% |
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