+228.1%
AEHR vs GEN
+5.4%
+222.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -2.2% | +15.3% | +12.7% |
| 7D | +6.7% | -1.2% | +7.9% | +6.5% |
| 30D | -12.7% | +10.1% | -22.8% | -11.6% |
| 3M | -26.0% | +16.1% | -42.1% | -23.8% |
| 6M | +102.2% | +38.9% | +63.4% | +91.1% |
| YTD | +327.2% | +14.4% | +312.8% | +327.0% |
| 1Y | +228.1% | +5.9% | +222.2% | +216.6% |
| All | +228.1% | +5.4% | +222.7% | +216.6% |
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