+103.4%
AMGN vs AEHR
+817.5%
-714.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.3% | -1.4% |
| 7D | -13.7% | +9.8% | -23.5% | -13.9% |
| 30D | -8.8% | -26.7% | +17.9% | -8.4% |
| 3M | +7.2% | -8.1% | +15.3% | +6.8% |
| 6M | +1.3% | +123.1% | -121.8% | -2.0% |
| YTD | +17.6% | +369.0% | -351.3% | +11.4% |
| 1Y | +37.2% | +256.4% | -219.2% | +30.4% |
| 3Y | +57.7% | +96.4% | -38.6% | +47.5% |
| All | +103.4% | +817.5% | -714.1% | +86.9% |
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