+255.3%
AEHR vs WAT
+34.9%
+220.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.4% |
| 7D | +23.0% | -2.9% | +25.9% | +25.0% |
| 30D | -19.9% | -3.2% | -16.7% | -18.5% |
| 3M | +0.5% | +10.6% | -10.1% | -5.2% |
| 6M | +123.6% | +34.0% | +89.5% | +82.1% |
| YTD | +364.6% | +5.7% | +358.9% | +321.1% |
| 1Y | +255.3% | +37.1% | +218.3% | +136.2% |
| All | +255.3% | +34.9% | +220.5% | +136.2% |
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