+96.4%
AEHR vs IT
-49.4%
+145.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.3% | -4.3% | +1.2% |
| 7D | +9.8% | -3.7% | +13.4% | +9.6% |
| 30D | -26.7% | +0.1% | -26.8% | -26.8% |
| 3M | -8.1% | +20.7% | -28.8% | -7.4% |
| 6M | +123.1% | +12.0% | +111.1% | +123.9% |
| YTD | +369.0% | -28.8% | +397.8% | +425.4% |
| 1Y | +256.4% | -25.5% | +281.9% | +290.9% |
| 3Y | +96.4% | -48.8% | +145.1% | +187.6% |
| All | +96.4% | -49.4% | +145.8% | +187.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling