+515.5%
AEHR vs OMC
+794.4%
-278.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.8% | +7.1% | +5.9% |
| 7D | +18.5% | -5.8% | +24.3% | +20.5% |
| 30D | -11.9% | -4.8% | -7.1% | -11.1% |
| 3M | -5.0% | +9.2% | -14.2% | -10.1% |
| 6M | +155.0% | -2.5% | +157.4% | +150.8% |
| YTD | +349.7% | +2.6% | +347.1% | +328.8% |
| 1Y | +260.4% | +5.9% | +254.5% | +236.2% |
| 3Y | +83.6% | +14.2% | +69.4% | +68.0% |
| 5Y | +917.8% | +33.2% | +884.6% | +803.6% |
| 10Y | +3,517.1% | +33.4% | +3,483.7% | +3,004.9% |
| All | +515.5% | +794.4% | -278.8% | +201.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling