+142.4%
AMT vs AEHR
+1,768.2%
-1,625.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.7% | +7.6% | +1.0% |
| 7D | +1.5% | +6.4% | -4.9% | +1.4% |
| 30D | +6.8% | -20.3% | +27.1% | +7.0% |
| 3M | +11.2% | -53.8% | +65.0% | +12.0% |
| 6M | +12.5% | -44.8% | +57.3% | +12.6% |
| YTD | +12.5% | +182.2% | -169.7% | +8.4% |
| 1Y | +10.1% | +174.7% | -164.6% | +6.1% |
| 3Y | +16.0% | +143.5% | -127.5% | +10.1% |
| 5Y | -17.2% | +129.9% | -147.0% | -23.5% |
| All | +142.4% | +1,768.2% | -1,625.7% | +100.3% |
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