+39.8%
AG vs AEHR
+95.0%
-55.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -19.2% | +15.9% | +0.7% |
| 7D | -2.9% | -19.7% | +16.8% | +0.3% |
| 30D | -15.1% | -46.6% | +31.5% | -4.6% |
| 3M | -15.4% | -50.2% | +34.9% | -5.4% |
| 6M | -21.9% | -46.1% | +24.2% | -18.5% |
| YTD | -10.4% | +143.5% | -153.9% | -44.0% |
| 1Y | +39.8% | +91.1% | -51.2% | -4.4% |
| All | +39.8% | +95.0% | -55.2% | -4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling