+228.1%
AEHR vs IT
-24.5%
+252.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -4.6% | +17.7% | +11.6% |
| 7D | +6.7% | -6.0% | +12.8% | +5.0% |
| 30D | -12.7% | 0.0% | -12.7% | -11.7% |
| 3M | -26.0% | +13.1% | -39.1% | -18.1% |
| 6M | +102.2% | +11.7% | +90.5% | +128.0% |
| YTD | +327.2% | -26.1% | +353.3% | +383.9% |
| 1Y | +228.1% | -21.3% | +249.4% | +294.4% |
| All | +228.1% | -24.5% | +252.6% | +294.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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