+256.4%
AEHR vs WAB
+49.7%
+206.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.1% | -1.1% |
| 7D | +9.8% | +0.1% | +9.6% | +9.3% |
| 30D | -26.7% | -4.1% | -22.7% | -20.1% |
| 3M | -8.1% | +8.2% | -16.3% | -24.9% |
| 6M | +123.1% | +15.4% | +107.7% | +57.9% |
| YTD | +369.0% | +33.1% | +335.8% | +152.2% |
| 1Y | +256.4% | +48.1% | +208.3% | +58.1% |
| All | +256.4% | +49.7% | +206.7% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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