+66.4%
AEP vs AEHR
+775.9%
-709.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.9% | -1.0% |
| 7D | -1.0% | +23.0% | -24.0% | -0.9% |
| 30D | -0.1% | -19.9% | +19.9% | -0.1% |
| 3M | -3.2% | +0.5% | -3.7% | -3.1% |
| 6M | -5.3% | +123.6% | -128.9% | -5.2% |
| YTD | +9.5% | +364.6% | -355.1% | +9.8% |
| 1Y | +17.5% | +255.3% | -237.8% | +17.7% |
| 3Y | +77.0% | +89.7% | -12.7% | +78.7% |
| 5Y | +66.4% | +827.9% | -761.5% | +64.3% |
| All | +66.4% | +775.9% | -709.5% | +64.3% |
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