+985.8%
ASX vs AEHR
+1,768.2%
-782.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.7% | +4.6% | -1.0% |
| 7D | +12.4% | +6.4% | +6.0% | +11.4% |
| 30D | -19.8% | -20.3% | +0.5% | -17.2% |
| 3M | -10.3% | -53.8% | +43.5% | -0.7% |
| 6M | +1.2% | -44.8% | +46.0% | +7.8% |
| YTD | +123.0% | +182.2% | -59.2% | +91.6% |
| 1Y | +145.4% | +174.7% | -29.3% | +111.2% |
| 3Y | +368.6% | +143.5% | +225.1% | +275.1% |
| 5Y | +486.0% | +129.9% | +356.2% | +335.6% |
| All | +985.8% | +1,768.2% | -782.4% | +520.7% |
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 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