+160.9%
AEHR vs WAT
+83.1%
+77.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -1.8% | -5.4% | -6.2% |
| 7D | +24.2% | +2.0% | +22.2% | +23.1% |
| 30D | -21.2% | +7.7% | -28.9% | -23.3% |
| 3M | -52.8% | +11.1% | -63.8% | -54.8% |
| 6M | -36.9% | +31.2% | -68.1% | -44.8% |
| YTD | +202.3% | +21.7% | +180.6% | +169.7% |
| 1Y | +162.9% | +19.3% | +143.6% | +137.1% |
| All | +160.9% | +83.1% | +77.7% | +88.3% |
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