+3,245.6%
ASX vs AEHR
+786.1%
+2,459.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +11.6% | -3.0% | +7.4% |
| 7D | -12.3% | +16.2% | -28.5% | -13.7% |
| 30D | -26.0% | -29.3% | +3.3% | -23.3% |
| 3M | -8.1% | -42.0% | +33.9% | -3.3% |
| 6M | +1.4% | -38.5% | +39.9% | +5.2% |
| YTD | +115.6% | +196.2% | -80.7% | +90.7% |
| 1Y | +128.0% | +144.3% | -16.3% | +104.9% |
| 3Y | +371.4% | +158.0% | +213.4% | +296.2% |
| 5Y | +469.4% | +144.4% | +325.0% | +355.5% |
| 10Y | +842.6% | +1,867.4% | -1,024.8% | +475.6% |
| All | +3,245.6% | +786.1% | +2,459.5% | +1,344.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling