+174.7%
AEHR vs PTC
+10.7%
+164.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.5% | -6.7% |
| 7D | +6.4% | +0.5% | +5.9% | +6.5% |
| 30D | -20.3% | +1.2% | -21.5% | -20.0% |
| 3M | -53.8% | +27.4% | -81.2% | -48.7% |
| 6M | -44.8% | +39.2% | -84.0% | -30.8% |
| YTD | +182.2% | +12.5% | +169.7% | +274.4% |
| 1Y | +174.7% | +12.3% | +162.5% | +265.3% |
| All | +174.7% | +10.7% | +164.0% | +265.3% |
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