+477.7%
ASX vs AEHR
+889.0%
-411.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +5.3% | +0.8% | +5.1% |
| 7D | +6.3% | +18.5% | -12.2% | +2.7% |
| 30D | +6.4% | -11.9% | +18.3% | +8.1% |
| 3M | +13.1% | -5.0% | +18.2% | +11.5% |
| 6M | +90.3% | +155.0% | -64.7% | +57.0% |
| YTD | +149.6% | +349.7% | -200.0% | +85.1% |
| 1Y | +249.2% | +260.4% | -11.2% | +163.7% |
| 3Y | +445.9% | +83.6% | +362.3% | +306.2% |
| 5Y | +477.7% | +917.8% | -440.1% | +197.3% |
| All | +477.7% | +889.0% | -411.3% | +197.3% |
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