+1,444.4%
AMT vs AEHR
+743.5%
+700.9%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +0.7% |
| 7D | +1.6% | -8.5% | +10.2% | +1.9% |
| 30D | +4.5% | -29.6% | +34.1% | +5.5% |
| 3M | +13.8% | -43.9% | +57.7% | +15.5% |
| 6M | +10.0% | -38.7% | +48.8% | +9.7% |
| YTD | +11.8% | +195.0% | -183.3% | +1.6% |
| 1Y | +10.2% | +142.3% | -132.0% | +1.0% |
| 3Y | +15.1% | +143.1% | -128.0% | +0.8% |
| 5Y | -18.8% | +162.7% | -181.5% | -32.6% |
| 10Y | +133.7% | +1,940.1% | -1,806.4% | +53.3% |
| All | +1,444.4% | +743.5% | +700.9% | +686.0% |
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 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