+89.6%
AXP vs AEHR
+107.1%
-17.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.0% | -10.2% | -2.0% |
| 7D | +0.6% | -2.4% | +3.0% | +0.3% |
| 30D | +5.8% | -40.1% | +45.9% | +9.5% |
| 3M | -6.0% | -46.3% | +40.3% | -2.7% |
| 6M | +0.3% | -44.6% | +44.9% | +0.8% |
| YTD | -12.3% | +165.3% | -177.6% | -27.0% |
| 1Y | -11.2% | +126.1% | -137.4% | -25.1% |
| 3Y | +117.0% | +132.2% | -15.2% | +66.0% |
| All | +89.6% | +107.1% | -17.5% | +24.3% |
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