+887.2%
ASX vs AEHR
+1,846.7%
-959.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.7% | +3.3% |
| 7D | -9.1% | -8.5% | -0.6% | -7.6% |
| 30D | -23.6% | -29.6% | +6.0% | -19.7% |
| 3M | -5.6% | -43.9% | +38.3% | +1.6% |
| 6M | +4.7% | -38.7% | +43.4% | +9.9% |
| YTD | +122.6% | +195.0% | -72.5% | +90.0% |
| 1Y | +133.0% | +142.3% | -9.2% | +102.9% |
| 3Y | +367.1% | +143.1% | +224.0% | +273.2% |
| 5Y | +504.7% | +162.7% | +342.1% | +344.3% |
| 10Y | +887.2% | +1,940.1% | -1,052.8% | +451.8% |
| All | +887.2% | +1,846.7% | -959.5% | +451.8% |
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