+484.8%
AEHR vs TAP
+378.0%
+106.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.2% | +13.3% | +13.1% |
| 7D | +6.7% | -2.3% | +9.1% | +7.1% |
| 30D | -12.7% | -2.1% | -10.5% | -12.6% |
| 3M | -26.0% | +6.6% | -32.6% | -27.2% |
| 6M | +102.2% | -11.5% | +113.7% | +103.8% |
| YTD | +327.2% | -10.3% | +337.5% | +328.3% |
| 1Y | +228.1% | -14.4% | +242.5% | +230.0% |
| 3Y | +67.0% | -28.3% | +95.3% | +71.3% |
| 5Y | +928.1% | +1.7% | +926.4% | +895.4% |
| 10Y | +3,269.5% | -49.2% | +3,318.8% | +3,345.4% |
| All | +484.8% | +378.0% | +106.8% | +412.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling