+1,665.8%
AMAT vs AEHR
+3,460.4%
-1,794.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +5.3% | -1.3% | +3.1% |
| 7D | +7.0% | +18.5% | -11.5% | +3.8% |
| 30D | -12.2% | -11.9% | -0.3% | -10.9% |
| 3M | -3.8% | -5.0% | +1.2% | -4.9% |
| 6M | +45.9% | +155.0% | -109.0% | +21.1% |
| YTD | +84.6% | +349.7% | -265.1% | +38.7% |
| 1Y | +193.4% | +260.4% | -67.1% | +125.7% |
| 3Y | +228.1% | +83.6% | +144.5% | +149.0% |
| 5Y | +268.9% | +917.8% | -648.9% | +107.3% |
| 10Y | +1,665.8% | +3,517.1% | -1,851.4% | +664.6% |
| All | +1,665.8% | +3,460.4% | -1,794.6% | +664.6% |
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