+145.3%
AEHR vs GEN
+20.2%
+125.2%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +4.0% | -10.5% | -5.2% |
| 7D | -5.7% | +26.9% | -32.6% | +2.2% |
| 30D | -41.7% | +38.6% | -80.4% | -35.1% |
| 3M | -44.6% | +9.7% | -54.4% | -41.7% |
| 6M | -28.9% | +58.9% | -87.8% | -31.5% |
| YTD | +201.3% | +15.3% | +186.0% | +211.9% |
| 1Y | +145.3% | +21.8% | +123.5% | +141.0% |
| All | +145.3% | +20.2% | +125.2% | +141.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling