+76.8%
AEP vs AEHR
+86.3%
-9.5%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.9% | -1.0% |
| 7D | -1.0% | +23.0% | -24.0% | -0.8% |
| 30D | -0.1% | -19.9% | +19.9% | -0.2% |
| 3M | -3.2% | +0.5% | -3.7% | -2.9% |
| 6M | -5.3% | +123.6% | -128.9% | -4.5% |
| YTD | +9.5% | +364.6% | -355.1% | +11.2% |
| 1Y | +17.5% | +255.3% | -237.8% | +19.1% |
| All | +76.8% | +86.3% | -9.5% | +77.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling