+1,342.0%
ALL vs AEHR
+484.8%
+857.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +13.1% | -14.4% | -1.7% |
| 7D | 0.0% | +6.7% | -6.7% | -0.2% |
| 30D | -1.5% | -12.7% | +11.2% | -1.4% |
| 3M | +23.6% | -26.0% | +49.6% | +23.5% |
| 6M | +22.3% | +102.2% | -79.9% | +17.9% |
| YTD | +26.5% | +327.2% | -300.7% | +18.6% |
| 1Y | +27.0% | +228.1% | -201.1% | +19.5% |
| 3Y | +149.6% | +67.0% | +82.5% | +134.0% |
| 5Y | +118.1% | +928.1% | -810.0% | +85.2% |
| 10Y | +369.0% | +3,269.5% | -2,900.6% | +257.4% |
| All | +1,342.0% | +484.8% | +857.2% | +814.8% |
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