+793.1%
AEHR vs TAP
-0.5%
+793.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.9% | +6.2% | +5.3% |
| 7D | +19.1% | -5.1% | +24.2% | +19.3% |
| 30D | -10.0% | -8.4% | -1.6% | -9.8% |
| 3M | +1.3% | -3.9% | +5.3% | +0.8% |
| 6M | +133.8% | -14.4% | +148.1% | +136.9% |
| YTD | +373.3% | -14.7% | +388.0% | +376.3% |
| 1Y | +256.2% | -18.7% | +274.8% | +261.5% |
| 3Y | +93.2% | -32.6% | +125.9% | +103.6% |
| 5Y | +793.1% | -1.4% | +794.5% | +675.8% |
| All | +793.1% | -0.5% | +793.6% | +675.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 5y: compounded portfolio wealth divided by compounded TAP 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…
5y analysis · Full analysis span regression · 6 months rolling