+1,311.4%
AMT vs AEHR
+1,121.4%
+190.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +13.1% | -14.2% | -1.7% |
| 7D | -0.2% | +6.7% | -7.0% | -0.6% |
| 30D | +4.6% | -12.7% | +17.3% | +4.9% |
| 3M | -8.4% | -26.0% | +17.6% | -8.5% |
| 6M | -6.0% | +102.2% | -108.2% | -11.5% |
| YTD | +2.1% | +327.2% | -325.1% | -8.0% |
| 1Y | -6.4% | +228.1% | -234.5% | -15.1% |
| 3Y | +8.1% | +67.0% | -59.0% | -2.7% |
| 5Y | -31.9% | +928.1% | -960.1% | -47.6% |
| 10Y | +97.1% | +3,269.5% | -3,172.4% | +26.6% |
| All | +1,311.4% | +1,121.4% | +190.0% | +611.7% |
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