+127.0%
AEHR vs WAB
+214.2%
-87.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.8% | -5.5% |
| 7D | +6.4% | +5.1% | +1.3% | -0.2% |
| 30D | -20.3% | +4.0% | -24.3% | -22.5% |
| 3M | -53.8% | +0.1% | -53.9% | -52.5% |
| 6M | -44.8% | +12.8% | -57.6% | -52.0% |
| YTD | +182.2% | +40.1% | +142.1% | +93.8% |
| 1Y | +174.7% | +46.4% | +128.4% | +79.6% |
| 3Y | +143.5% | +167.4% | -23.9% | -24.6% |
| All | +127.0% | +214.2% | -87.2% | -46.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling