+1,924.4%
AXP vs AEHR
+484.8%
+1,439.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +13.1% | -14.2% | -1.9% |
| 7D | -2.1% | +6.7% | -8.9% | -2.6% |
| 30D | -6.5% | -12.7% | +6.1% | -6.2% |
| 3M | +4.6% | -26.0% | +30.7% | +4.9% |
| 6M | +5.4% | +102.2% | -96.8% | -2.1% |
| YTD | -11.1% | +327.2% | -338.4% | -21.9% |
| 1Y | -0.3% | +228.1% | -228.4% | -11.6% |
| 3Y | +111.6% | +67.0% | +44.5% | +86.2% |
| 5Y | +117.6% | +928.1% | -810.6% | +64.3% |
| 10Y | +474.1% | +3,269.5% | -2,795.4% | +269.1% |
| All | +1,924.4% | +484.8% | +1,439.6% | +842.5% |
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