+228.1%
AEHR vs PTC
-33.3%
+261.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -6.0% | +19.1% | +10.9% |
| 7D | +6.7% | -10.3% | +17.0% | +3.3% |
| 30D | -12.7% | +1.1% | -13.8% | -12.5% |
| 3M | -26.0% | +1.6% | -27.6% | -20.3% |
| 6M | +102.2% | -13.5% | +115.7% | +134.9% |
| YTD | +327.2% | -19.1% | +346.3% | +426.7% |
| 1Y | +228.1% | -33.9% | +262.0% | +372.5% |
| All | +228.1% | -33.3% | +261.4% | +372.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 1y: compounded portfolio wealth divided by compounded PTC 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…
1y analysis · Full analysis span regression · 6 months rolling