+370.0%
ALL vs AEHR
+1,901.3%
-1,531.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.2% | +8.9% | +1.7% |
| 7D | 0.0% | +24.2% | -24.2% | -0.1% |
| 30D | +12.8% | -21.2% | +34.1% | +12.9% |
| 3M | +4.7% | -52.8% | +57.4% | +5.1% |
| 6M | +24.9% | -36.9% | +61.8% | +24.7% |
| YTD | +30.0% | +202.3% | -172.3% | +25.5% |
| 1Y | +29.9% | +162.9% | -132.9% | +25.8% |
| 3Y | +117.5% | +149.1% | -31.6% | +106.8% |
| 5Y | +161.7% | +146.2% | +15.5% | +141.9% |
| All | +370.0% | +1,901.3% | -1,531.3% | +277.8% |
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