+948.5%
AEP vs AEHR
+515.5%
+433.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.3% | -4.5% | +0.7% |
| 7D | +2.0% | +18.5% | -16.5% | +1.7% |
| 30D | +0.5% | -11.9% | +12.4% | +0.6% |
| 3M | -0.3% | -5.0% | +4.7% | -0.6% |
| 6M | -3.5% | +155.0% | -158.4% | -5.5% |
| YTD | +11.3% | +349.7% | -338.4% | +7.7% |
| 1Y | +20.2% | +260.4% | -240.2% | +16.5% |
| 3Y | +79.8% | +83.6% | -3.8% | +74.1% |
| 5Y | +65.6% | +917.8% | -852.3% | +52.4% |
| 10Y | +169.3% | +3,517.1% | -3,347.8% | +132.0% |
| All | +948.5% | +515.5% | +433.0% | +723.1% |
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