+193.0%
ARM vs AEHR
+26.6%
+166.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +11.6% | -5.0% | +3.3% |
| 7D | -5.3% | +16.2% | -21.5% | -10.1% |
| 30D | -30.0% | -29.3% | -0.7% | -23.6% |
| 3M | -34.1% | -42.0% | +7.9% | -25.1% |
| 6M | -12.6% | -38.5% | +25.8% | -5.5% |
| YTD | +70.4% | +196.2% | -125.8% | +17.5% |
| 1Y | +22.3% | +144.3% | -122.1% | -11.8% |
| 3Y | +261.2% | +158.0% | +103.2% | +108.0% |
| All | +193.0% | +26.6% | +166.3% | +86.2% |
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