+162.4%
ALL vs AEHR
+126.8%
+35.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.7% | +7.0% | +0.3% |
| 7D | +5.0% | +6.4% | -1.3% | +5.2% |
| 30D | +13.3% | -20.3% | +33.6% | +13.2% |
| 3M | +3.2% | -53.8% | +57.0% | +2.6% |
| 6M | +25.3% | -44.8% | +70.2% | +25.2% |
| YTD | +30.5% | +182.2% | -151.8% | +28.4% |
| 1Y | +29.2% | +174.7% | -145.5% | +27.2% |
| 3Y | +119.1% | +143.5% | -24.4% | +113.3% |
| All | +162.4% | +126.8% | +35.6% | +140.9% |
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