-17.8%
AMT vs AEHR
+157.2%
-175.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +1.6% | -8.5% | +10.2% | +1.7% |
| 30D | +4.5% | -29.6% | +34.1% | +4.6% |
| 3M | +13.8% | -43.9% | +57.7% | +14.1% |
| 6M | +10.0% | -38.7% | +48.8% | +10.0% |
| YTD | +11.8% | +195.0% | -183.3% | +7.6% |
| 1Y | +10.2% | +142.3% | -132.0% | +6.5% |
| 3Y | +15.1% | +143.1% | -128.0% | +9.6% |
| All | -17.8% | +157.2% | -175.0% | -25.0% |
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