+98.2%
AEHR vs WAB
+164.8%
-66.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.4% | +6.7% | +7.2% |
| 7D | +19.1% | +0.2% | +18.9% | +18.7% |
| 30D | -10.0% | -4.6% | -5.5% | -3.4% |
| 3M | +1.3% | +5.6% | -4.3% | -7.4% |
| 6M | +133.8% | +13.8% | +120.0% | +99.3% |
| YTD | +373.3% | +31.9% | +341.4% | +243.1% |
| 1Y | +256.2% | +48.3% | +207.9% | +130.1% |
| All | +98.2% | +164.8% | -66.6% | -28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling