+143.5%
AEHR vs WAB
+168.8%
-25.3%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.8% | -5.4% |
| 7D | +6.4% | +5.1% | +1.3% | -0.7% |
| 30D | -20.3% | +4.0% | -24.3% | -22.7% |
| 3M | -53.8% | +0.1% | -53.9% | -52.5% |
| 6M | -44.8% | +12.8% | -57.6% | -52.6% |
| YTD | +182.2% | +40.1% | +142.1% | +90.3% |
| 1Y | +174.7% | +46.4% | +128.4% | +76.5% |
| 3Y | +143.5% | +167.4% | -23.9% | -35.4% |
| All | +143.5% | +168.8% | -25.3% | -35.4% |
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