+358.0%
ALL vs AEHR
+3,808.7%
-3,450.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.7% |
| 7D | -4.3% | +23.0% | -27.3% | -4.4% |
| 30D | -3.6% | -19.9% | +16.4% | -3.5% |
| 3M | +13.2% | +0.5% | +12.7% | +12.9% |
| 6M | +22.5% | +123.6% | -101.1% | +20.1% |
| YTD | +22.7% | +364.6% | -341.9% | +18.4% |
| 1Y | +28.3% | +255.3% | -227.0% | +24.1% |
| 3Y | +152.0% | +89.7% | +62.3% | +144.2% |
| 5Y | +115.4% | +827.9% | -712.5% | +93.6% |
| All | +358.0% | +3,808.7% | -3,450.7% | +269.7% |
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