+14.1%
AGG vs AEHR
+3,845.4%
-3,831.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.1% |
| 7D | -1.1% | +9.8% | -10.8% | -1.1% |
| 30D | -1.1% | -26.7% | +25.6% | -1.0% |
| 3M | -1.9% | -8.1% | +6.2% | -2.0% |
| 6M | -1.7% | +123.1% | -124.8% | -2.3% |
| YTD | -1.3% | +369.0% | -370.3% | -2.3% |
| 1Y | -0.7% | +256.4% | -257.1% | -1.7% |
| 3Y | +12.5% | +96.4% | -83.9% | +11.2% |
| 5Y | -2.5% | +836.6% | -839.1% | -4.5% |
| All | +14.1% | +3,845.4% | -3,831.3% | +10.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling