+3,875.0%
AEHR vs GEN
+157.3%
+3,717.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.0% |
| 7D | +23.0% | -4.3% | +27.3% | +24.5% |
| 30D | -19.9% | +3.8% | -23.7% | -21.4% |
| 3M | +0.5% | +22.3% | -21.7% | -7.7% |
| 6M | +123.6% | +39.0% | +84.6% | +93.7% |
| YTD | +364.6% | +11.9% | +352.7% | +333.2% |
| 1Y | +255.3% | +4.5% | +250.8% | +240.0% |
| 3Y | +89.7% | +59.0% | +30.7% | +57.7% |
| 5Y | +827.9% | +22.0% | +805.9% | +719.8% |
| All | +3,875.0% | +157.3% | +3,717.7% | +2,657.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling