+12,310.4%
AEHR vs INDA
+109.8%
+12,200.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.9% | +6.1% | +5.8% |
| 7D | +19.1% | -2.6% | +21.7% | +21.0% |
| 30D | -10.0% | -2.9% | -7.1% | -8.4% |
| 3M | +1.3% | +2.4% | -1.1% | +0.1% |
| 6M | +133.8% | -2.6% | +136.4% | +141.4% |
| YTD | +373.3% | -10.0% | +383.3% | +410.6% |
| 1Y | +256.2% | -7.7% | +263.8% | +278.8% |
| 3Y | +93.2% | +8.9% | +84.4% | +87.9% |
| 5Y | +793.1% | +6.0% | +787.1% | +797.8% |
| 10Y | +3,753.2% | +84.4% | +3,668.8% | +2,884.3% |
| All | +12,310.4% | +109.8% | +12,200.6% | +10,761.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling