+96.4%
AGG vs AEHR
+2,498.6%
-2,402.3%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.2% | -0.7% |
| 7D | -0.9% | +23.0% | -23.9% | -0.9% |
| 30D | -1.0% | -19.9% | +19.0% | -1.0% |
| 3M | -1.3% | +0.5% | -1.8% | -1.3% |
| 6M | -2.1% | +123.6% | -125.7% | -2.1% |
| YTD | -1.2% | +364.6% | -365.9% | -1.3% |
| 1Y | -0.5% | +255.3% | -255.8% | -0.6% |
| 3Y | +12.4% | +89.7% | -77.3% | +12.2% |
| 5Y | -2.4% | +827.9% | -830.3% | -2.4% |
| 10Y | +14.3% | +3,682.7% | -3,668.3% | +15.0% |
| All | +96.4% | +2,498.6% | -2,402.3% | +100.0% |
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 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