+3,912.3%
AEHR vs INDA
+84.7%
+3,827.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | 0.0% | +0.2% |
| 7D | +9.8% | -2.7% | +12.5% | +12.0% |
| 30D | -26.7% | -2.8% | -24.0% | -25.2% |
| 3M | -8.1% | +1.6% | -9.7% | -9.0% |
| 6M | +123.1% | -1.4% | +124.5% | +129.8% |
| YTD | +369.0% | -10.1% | +379.1% | +414.9% |
| 1Y | +256.4% | -8.8% | +265.2% | +287.2% |
| 3Y | +96.4% | +7.6% | +88.8% | +90.4% |
| 5Y | +836.6% | +5.8% | +830.8% | +834.4% |
| All | +3,912.3% | +84.7% | +3,827.6% | +2,806.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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