-62.5%
ALB vs AEHR
+184.0%
-246.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +10.4% | -9.3% | -0.9% |
| 7D | +1.1% | +8.1% | -7.1% | -1.3% |
| 30D | -2.6% | -15.9% | +13.3% | -1.5% |
| 3M | -25.6% | -43.9% | +18.3% | -20.0% |
| 6M | -54.0% | -37.1% | -16.9% | -54.4% |
| YTD | -31.6% | +225.8% | -257.4% | -55.3% |
| 1Y | -6.6% | +184.0% | -190.6% | -37.6% |
| 3Y | -14.0% | +168.5% | -182.5% | -51.3% |
| 5Y | -62.5% | +186.2% | -248.8% | -83.6% |
| All | -62.5% | +184.0% | -246.6% | -83.6% |
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