+2,078.1%
AEHR vs PR
+72.8%
+2,005.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.8% | +7.7% | +10.1% |
| 7D | +8.1% | -0.5% | +8.6% | +8.3% |
| 30D | -15.9% | -4.6% | -11.2% | -15.4% |
| 3M | -43.9% | +4.7% | -48.6% | -44.3% |
| 6M | -37.1% | +12.4% | -49.5% | -38.2% |
| YTD | +225.8% | +62.9% | +162.9% | +204.8% |
| 1Y | +184.0% | +70.6% | +113.4% | +164.3% |
| 3Y | +168.5% | +90.0% | +78.5% | +147.2% |
| 5Y | +186.2% | +255.5% | -69.3% | +147.2% |
| 10Y | +2,078.1% | +78.7% | +1,999.4% | +1,777.7% |
| All | +2,078.1% | +72.8% | +2,005.4% | +1,777.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 10y: compounded portfolio wealth divided by compounded PR 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…
10y analysis · Full analysis span regression · 6 months rolling