+3,912.3%
AEHR vs DD
+66.6%
+3,845.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +9.8% | -3.5% | +13.3% | +12.3% |
| 30D | -26.7% | -11.7% | -15.1% | -20.0% |
| 3M | -8.1% | -9.2% | +1.1% | -1.2% |
| 6M | +123.1% | -7.2% | +130.2% | +142.7% |
| YTD | +369.0% | +6.6% | +362.4% | +374.1% |
| 1Y | +256.4% | +32.0% | +224.4% | +218.3% |
| 3Y | +96.4% | +42.1% | +54.2% | +68.5% |
| 5Y | +836.6% | +58.1% | +778.5% | +684.4% |
| All | +3,912.3% | +66.6% | +3,845.7% | +3,435.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DD.
Daily Out/Under-Performance
Portfolio return minus DD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DD 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 DD 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