+1,264.7%
AON vs AEHR
+547.9%
+716.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +5.3% | -8.8% | -3.7% |
| 7D | -7.9% | +19.1% | -27.0% | -8.4% |
| 30D | -14.6% | -10.0% | -4.6% | -14.6% |
| 3M | -7.9% | +1.3% | -9.2% | -8.7% |
| 6M | -8.0% | +133.8% | -141.8% | -11.7% |
| YTD | -13.2% | +373.3% | -386.5% | -19.1% |
| 1Y | -16.4% | +256.2% | -272.6% | -21.6% |
| 3Y | -6.7% | +93.2% | -99.9% | -13.1% |
| 5Y | +8.0% | +793.1% | -785.1% | -7.2% |
| 10Y | +205.6% | +3,753.2% | -3,547.6% | +136.5% |
| All | +1,264.7% | +547.9% | +716.9% | +782.0% |
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