+484.8%
AEHR vs WAT
+4,909.6%
-4,424.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.0% | +14.1% | +13.4% |
| 7D | +6.7% | -1.3% | +8.0% | +7.1% |
| 30D | -12.7% | +2.3% | -15.0% | -13.3% |
| 3M | -26.0% | +8.7% | -34.7% | -27.6% |
| 6M | +102.2% | +28.3% | +73.9% | +89.2% |
| YTD | +327.2% | +7.8% | +319.5% | +316.6% |
| 1Y | +228.1% | +36.6% | +191.5% | +200.8% |
| 3Y | +67.0% | +45.7% | +21.4% | +49.2% |
| 5Y | +928.1% | -3.3% | +931.4% | +907.2% |
| 10Y | +3,269.5% | +162.1% | +3,107.4% | +2,469.7% |
| All | +484.8% | +4,909.6% | -4,424.8% | +176.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling