+827.9%
AEHR vs GSK
+47.2%
+780.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.7% |
| 7D | +23.0% | -5.4% | +28.4% | +23.7% |
| 30D | -19.9% | -4.6% | -15.3% | -19.7% |
| 3M | +0.5% | -5.1% | +5.6% | +0.5% |
| 6M | +123.6% | -11.4% | +135.0% | +126.9% |
| YTD | +364.6% | +0.7% | +363.9% | +359.6% |
| 1Y | +255.3% | +23.0% | +232.3% | +239.3% |
| 3Y | +89.7% | +48.0% | +41.7% | +74.4% |
| 5Y | +827.9% | +48.2% | +779.7% | +786.4% |
| All | +827.9% | +47.2% | +780.6% | +786.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 5y: compounded portfolio wealth divided by compounded GSK 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…
5y analysis · Full analysis span regression · 6 months rolling