+98.2%
AEHR vs WAT
+53.4%
+44.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.8% | +5.0% |
| 7D | +19.1% | -1.8% | +20.9% | +20.1% |
| 30D | -10.0% | -1.7% | -8.3% | -9.4% |
| 3M | +1.3% | +9.1% | -7.7% | -3.2% |
| 6M | +133.8% | +32.4% | +101.3% | +99.6% |
| YTD | +373.3% | +6.6% | +366.7% | +345.9% |
| 1Y | +256.2% | +34.7% | +221.5% | +198.4% |
| All | +98.2% | +53.4% | +44.8% | +32.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling