+515.5%
AEHR vs IT
+554.1%
-38.5%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -7.4% | +12.7% | +6.8% |
| 7D | +18.5% | -9.1% | +27.7% | +20.5% |
| 30D | -11.9% | -7.0% | -4.9% | -11.5% |
| 3M | -5.0% | +7.6% | -12.6% | -9.5% |
| 6M | +155.0% | +2.1% | +152.8% | +141.3% |
| YTD | +349.7% | -31.6% | +381.3% | +364.4% |
| 1Y | +260.4% | -29.9% | +290.3% | +268.6% |
| 3Y | +83.6% | -51.3% | +134.9% | +102.8% |
| 5Y | +917.8% | -44.8% | +962.6% | +1,018.2% |
| 10Y | +3,517.1% | +91.4% | +3,425.8% | +3,006.3% |
| All | +515.5% | +554.1% | -38.5% | +264.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling