+153.7%
ALL vs AEHR
+82.4%
+71.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +5.3% | -7.6% | -2.2% |
| 7D | -1.7% | +18.5% | -20.3% | -1.0% |
| 30D | -4.7% | -11.9% | +7.2% | -4.9% |
| 3M | +18.4% | -5.0% | +23.4% | +19.6% |
| 6M | +20.5% | +155.0% | -134.5% | +24.5% |
| YTD | +23.5% | +349.7% | -326.1% | +29.4% |
| 1Y | +29.0% | +260.4% | -231.4% | +34.8% |
| 3Y | +153.7% | +83.6% | +70.1% | +172.2% |
| All | +153.7% | +82.4% | +71.3% | +172.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling