+304.9%
AEM vs AEHR
+817.5%
-512.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +0.9% | +1.8% |
| 7D | -2.1% | +9.8% | -11.9% | -2.7% |
| 30D | +8.4% | -26.7% | +35.2% | +10.0% |
| 3M | +27.3% | -8.1% | +35.4% | +26.0% |
| 6M | -9.7% | +123.1% | -132.7% | -15.2% |
| YTD | +19.0% | +369.0% | -350.0% | +7.9% |
| 1Y | +31.5% | +256.4% | -224.9% | +20.1% |
| 3Y | +338.7% | +96.4% | +242.3% | +295.6% |
| All | +304.9% | +817.5% | -512.7% | +257.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 5y: compounded portfolio wealth divided by compounded AEHR 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…
5y analysis · Full analysis span regression · 6 months rolling