+674.0%
AEHR vs VIK
+236.8%
+437.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.6% | +2.6% | +3.1% |
| 7D | +18.5% | +3.6% | +15.0% | +15.3% |
| 30D | -11.9% | -16.7% | +4.8% | +1.8% |
| 3M | -5.0% | -1.1% | -3.9% | -3.0% |
| 6M | +155.0% | +27.8% | +127.1% | +116.0% |
| YTD | +349.7% | +23.3% | +326.3% | +285.2% |
| 1Y | +260.4% | +38.2% | +222.2% | +183.5% |
| All | +674.0% | +236.8% | +437.2% | +295.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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