+216.5%
AZN vs AEHR
+3,845.4%
-3,628.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.3% |
| 7D | -1.6% | +9.8% | -11.3% | -1.8% |
| 30D | +1.1% | -26.7% | +27.8% | +1.6% |
| 3M | -12.1% | -8.1% | -4.0% | -12.6% |
| 6M | -17.1% | +123.1% | -140.2% | -20.1% |
| YTD | -12.0% | +369.0% | -381.0% | -17.2% |
| 1Y | -0.2% | +256.4% | -256.6% | -5.7% |
| 3Y | +26.8% | +96.4% | -69.6% | +19.1% |
| 5Y | +56.9% | +836.6% | -779.7% | +36.7% |
| All | +216.5% | +3,845.4% | -3,628.9% | +145.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling