+1,867.4%
AEHR vs PR
+66.7%
+1,800.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +11.8% |
| 7D | +16.2% | -12.4% | +28.6% | +18.1% |
| 30D | -29.3% | -6.6% | -22.8% | -28.8% |
| 3M | -42.0% | +7.5% | -49.5% | -42.6% |
| 6M | -38.5% | +10.8% | -49.3% | -39.5% |
| YTD | +196.2% | +57.0% | +139.2% | +178.2% |
| 1Y | +144.3% | +67.9% | +76.4% | +127.6% |
| 3Y | +158.0% | +87.6% | +70.4% | +138.0% |
| 5Y | +144.4% | +220.4% | -75.9% | +112.6% |
| 10Y | +1,867.4% | +64.8% | +1,802.6% | +1,597.6% |
| All | +1,867.4% | +66.7% | +1,800.7% | +1,597.6% |
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