+114.5%
AXP vs AEHR
+976.1%
-861.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +5.3% | -6.6% | -1.8% |
| 7D | -2.5% | +19.1% | -21.6% | -4.0% |
| 30D | -5.0% | -10.0% | +5.0% | -4.8% |
| 3M | +1.4% | +1.3% | 0.0% | -1.0% |
| 6M | +6.0% | +133.8% | -127.8% | -6.2% |
| YTD | -12.3% | +373.3% | -385.6% | -28.6% |
| 1Y | +0.3% | +256.2% | -255.9% | -17.0% |
| 3Y | +111.7% | +93.2% | +18.4% | +72.2% |
| 5Y | +114.5% | +793.1% | -678.5% | +34.4% |
| All | +114.5% | +976.1% | -861.6% | +34.4% |
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 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