+174.6%
ARM vs AEHR
+13.4%
+161.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +9.0% | -4.2% | +2.1% |
| 7D | -15.2% | -2.4% | -12.8% | -15.3% |
| 30D | -40.7% | -40.1% | -0.6% | -32.1% |
| 3M | -39.1% | -46.3% | +7.2% | -29.2% |
| 6M | -26.4% | -44.6% | +18.2% | -17.9% |
| YTD | +59.7% | +165.3% | -105.6% | +13.7% |
| 1Y | +10.3% | +126.1% | -115.8% | -18.5% |
| 3Y | +228.9% | +132.2% | +96.6% | +95.5% |
| All | +174.6% | +13.4% | +161.2% | +80.3% |
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