-10.9%
AXP vs AEHR
+138.4%
-149.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +11.6% | -10.6% | +0.7% |
| 7D | -1.1% | +16.2% | -17.3% | -1.8% |
| 30D | +5.2% | -29.3% | +34.6% | +6.3% |
| 3M | -4.6% | -42.0% | +37.4% | -3.4% |
| 6M | +3.2% | -38.5% | +41.7% | +2.6% |
| YTD | -11.3% | +196.2% | -207.6% | -23.8% |
| All | -10.9% | +138.4% | -149.2% | -20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling