+145.3%
AEHR vs WAT
+32.9%
+112.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.7% | -8.2% | -7.6% |
| 7D | -5.7% | -1.9% | -3.8% | -4.4% |
| 30D | -41.7% | +6.2% | -48.0% | -43.3% |
| 3M | -44.6% | +18.1% | -62.7% | -49.5% |
| 6M | -28.9% | +54.9% | -83.8% | -46.9% |
| YTD | +201.3% | +23.1% | +178.2% | +145.1% |
| 1Y | +145.3% | +27.3% | +118.0% | +94.9% |
| All | +145.3% | +32.9% | +112.4% | +94.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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