+1,381.5%
ALL vs AEHR
+313.8%
+1,067.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -7.2% | +8.9% | +1.9% |
| 7D | 0.0% | +24.2% | -24.2% | -0.6% |
| 30D | +12.8% | -21.2% | +34.1% | +13.1% |
| 3M | +4.7% | -52.8% | +57.4% | +6.0% |
| 6M | +24.9% | -36.9% | +61.8% | +24.5% |
| YTD | +30.0% | +202.3% | -172.3% | +22.4% |
| 1Y | +29.9% | +162.9% | -132.9% | +22.7% |
| 3Y | +117.5% | +149.1% | -31.6% | +99.9% |
| 5Y | +161.7% | +146.2% | +15.5% | +133.4% |
| 10Y | +377.1% | +1,921.2% | -1,544.1% | +268.2% |
| All | +1,381.5% | +313.8% | +1,067.7% | +843.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling