+67.3%
AG vs AEHR
+775.9%
-708.6%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.8% | -3.0% | -4.6% |
| 7D | -5.8% | +23.0% | -28.8% | -8.2% |
| 30D | +6.4% | -19.9% | +26.3% | +8.5% |
| 3M | +28.4% | +0.5% | +27.8% | +24.9% |
| 6M | -24.5% | +123.6% | -148.0% | -33.9% |
| YTD | +21.2% | +364.6% | -343.5% | -2.1% |
| 1Y | +114.1% | +255.3% | -141.2% | +76.2% |
| 3Y | +268.0% | +89.7% | +178.3% | +196.3% |
| 5Y | +67.3% | +827.9% | -760.6% | +6.0% |
| All | +67.3% | +775.9% | -708.6% | +6.0% |
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