+255.3%
AEHR vs GEN
+3.4%
+251.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -1.7% |
| 7D | +23.0% | -4.3% | +27.3% | +22.2% |
| 30D | -19.9% | +3.8% | -23.7% | -19.4% |
| 3M | +0.5% | +22.3% | -21.7% | +1.0% |
| 6M | +123.6% | +39.0% | +84.6% | +108.3% |
| YTD | +364.6% | +11.9% | +352.7% | +366.8% |
| 1Y | +255.3% | +4.5% | +250.8% | +292.5% |
| All | +255.3% | +3.4% | +251.9% | +292.5% |
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