+827.9%
AEHR vs WAB
+220.1%
+607.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.8% | -1.7% |
| 7D | +23.0% | -0.2% | +23.2% | +23.3% |
| 30D | -19.9% | -5.9% | -14.1% | -12.9% |
| 3M | +0.5% | +9.4% | -8.8% | -11.7% |
| 6M | +123.6% | +13.8% | +109.7% | +93.1% |
| YTD | +364.6% | +31.8% | +332.9% | +240.5% |
| 1Y | +255.3% | +48.5% | +206.8% | +130.1% |
| 3Y | +89.7% | +167.0% | -77.2% | -40.8% |
| 5Y | +827.9% | +222.3% | +605.6% | +135.6% |
| All | +827.9% | +220.1% | +607.8% | +135.6% |
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