+4,752.2%
AMGN vs AEHR
+515.5%
+4,236.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | +5.3% | -15.3% | -10.2% |
| 7D | -10.3% | +18.5% | -28.8% | -10.7% |
| 30D | -3.8% | -11.9% | +8.1% | -3.7% |
| 3M | +14.4% | -5.0% | +19.4% | +13.7% |
| 6M | +7.8% | +155.0% | -147.1% | +3.7% |
| YTD | +22.6% | +349.7% | -327.1% | +15.6% |
| 1Y | +44.2% | +260.4% | -216.2% | +36.5% |
| 3Y | +65.8% | +83.6% | -17.8% | +56.2% |
| 5Y | +108.0% | +917.8% | -809.8% | +82.2% |
| 10Y | +209.9% | +3,517.1% | -3,307.3% | +148.7% |
| All | +4,752.2% | +515.5% | +4,236.7% | +3,184.5% |
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