+827.9%
AEHR vs OMC
+31.0%
+796.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -2.7% |
| 7D | +23.0% | -6.2% | +29.2% | +27.1% |
| 30D | -19.9% | -7.6% | -12.4% | -17.5% |
| 3M | +0.5% | +7.4% | -6.9% | -9.3% |
| 6M | +123.6% | +0.1% | +123.4% | +111.6% |
| YTD | +364.6% | +0.4% | +364.2% | +325.5% |
| 1Y | +255.3% | +7.8% | +247.6% | +195.9% |
| 3Y | +89.7% | +11.8% | +77.9% | +44.3% |
| 5Y | +827.9% | +32.5% | +795.4% | +514.8% |
| All | +827.9% | +31.0% | +796.9% | +514.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 OMC 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