+1,898.5%
AXP vs AEHR
+263.2%
+1,635.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.0% | -10.2% | -1.8% |
| 7D | +0.6% | -2.4% | +3.0% | +0.3% |
| 30D | +5.8% | -40.1% | +45.9% | +8.4% |
| 3M | -6.0% | -46.3% | +40.3% | -3.7% |
| 6M | +0.3% | -44.6% | +44.9% | +0.9% |
| YTD | -12.3% | +165.3% | -177.6% | -21.4% |
| 1Y | -11.2% | +126.1% | -137.4% | -19.7% |
| 3Y | +117.0% | +132.2% | -15.2% | +86.4% |
| 5Y | +93.2% | +108.3% | -15.1% | +59.5% |
| 10Y | +461.2% | +1,538.2% | -1,077.1% | +274.1% |
| All | +1,898.5% | +263.2% | +1,635.3% | +849.3% |
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 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