+2,949.6%
AEM vs AEHR
+515.5%
+2,434.1%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.3% | -6.7% | -1.6% |
| 7D | +4.3% | +18.5% | -14.2% | +3.8% |
| 30D | +13.1% | -11.9% | +25.0% | +13.3% |
| 3M | +24.8% | -5.0% | +29.8% | +24.1% |
| 6M | -8.2% | +155.0% | -163.2% | -11.5% |
| YTD | +19.8% | +349.7% | -329.8% | +13.8% |
| 1Y | +32.1% | +260.4% | -228.4% | +25.8% |
| 3Y | +348.2% | +83.6% | +264.6% | +325.3% |
| 5Y | +297.5% | +917.8% | -620.4% | +257.8% |
| 10Y | +343.3% | +3,517.1% | -3,173.8% | +274.1% |
| All | +2,949.6% | +515.5% | +2,434.1% | +2,383.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling