+469.4%
ASX vs AEHR
+154.4%
+315.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +11.6% | -3.0% | +6.1% |
| 7D | -12.3% | +16.2% | -28.5% | -15.2% |
| 30D | -26.0% | -29.3% | +3.3% | -20.7% |
| 3M | -8.1% | -42.0% | +33.9% | +1.4% |
| 6M | +1.4% | -38.5% | +39.9% | +8.2% |
| YTD | +115.6% | +196.2% | -80.7% | +68.2% |
| 1Y | +128.0% | +144.3% | -16.3% | +83.2% |
| 3Y | +371.4% | +158.0% | +213.4% | +226.1% |
| 5Y | +469.4% | +144.4% | +325.0% | +206.7% |
| All | +469.4% | +154.4% | +315.0% | +206.7% |
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 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