+1,969.2%
AEHR vs GEN
+147.0%
+1,822.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.1% | -4.1% | -6.4% |
| 7D | +24.2% | -3.0% | +27.1% | +25.2% |
| 30D | -21.2% | +24.7% | -45.9% | -26.5% |
| 3M | -52.8% | +4.1% | -56.9% | -54.4% |
| 6M | -36.9% | +36.0% | -72.9% | -45.6% |
| YTD | +202.3% | +10.9% | +191.5% | +178.4% |
| 1Y | +162.9% | +12.2% | +150.7% | +141.3% |
| 3Y | +149.1% | +63.3% | +85.8% | +102.4% |
| 5Y | +146.2% | +29.0% | +117.2% | +111.9% |
| All | +1,969.2% | +147.0% | +1,822.2% | +1,293.7% |
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