+86.1%
AXP vs AEHR
+126.8%
-40.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.7% | +7.4% | +1.3% |
| 7D | -0.1% | +6.4% | -6.5% | -0.8% |
| 30D | +4.4% | -20.3% | +24.7% | +5.4% |
| 3M | -6.4% | -53.8% | +47.4% | -1.8% |
| 6M | +4.2% | -44.8% | +49.0% | +4.8% |
| YTD | -12.4% | +182.2% | -194.6% | -27.7% |
| 1Y | -11.1% | +174.7% | -185.8% | -26.5% |
| 3Y | +114.9% | +143.5% | -28.6% | +63.4% |
| All | +86.1% | +126.8% | -40.7% | +24.9% |
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