+100.6%
AMT vs AEHR
+3,808.7%
-3,708.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.4% |
| 7D | -2.7% | +23.0% | -25.7% | -3.0% |
| 30D | +2.0% | -19.9% | +22.0% | +2.2% |
| 3M | -9.3% | +0.5% | -9.8% | -9.6% |
| 6M | -5.2% | +123.6% | -128.8% | -7.5% |
| YTD | +0.5% | +364.6% | -364.2% | -3.8% |
| 1Y | -7.3% | +255.3% | -262.6% | -10.9% |
| 3Y | +6.2% | +89.7% | -83.5% | +2.2% |
| 5Y | -31.2% | +827.9% | -859.1% | -38.3% |
| All | +100.6% | +3,808.7% | -3,708.2% | +61.2% |
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