+712.1%
AEHR vs IT
-42.9%
+755.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.3% | -4.3% | -0.7% |
| 7D | +9.8% | -3.7% | +13.4% | +10.7% |
| 30D | -26.7% | +0.1% | -26.8% | -27.9% |
| 3M | -8.1% | +20.7% | -28.8% | -19.0% |
| 6M | +123.1% | +12.0% | +111.1% | +94.1% |
| YTD | +369.0% | -28.8% | +397.8% | +433.7% |
| 1Y | +256.4% | -25.5% | +281.9% | +284.6% |
| 3Y | +96.4% | -48.8% | +145.1% | +148.3% |
| All | +712.1% | -42.9% | +755.0% | +816.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling