+1,278.2%
AZN vs AEHR
+536.0%
+742.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.6% | +1.8% |
| 7D | -3.1% | +23.0% | -26.1% | -3.6% |
| 30D | +0.6% | -19.9% | +20.5% | +0.9% |
| 3M | -10.8% | +0.5% | -11.3% | -11.5% |
| 6M | -18.1% | +123.6% | -141.7% | -20.9% |
| YTD | -12.3% | +364.6% | -376.9% | -17.2% |
| 1Y | -0.2% | +255.3% | -255.5% | -5.4% |
| 3Y | +23.4% | +89.7% | -66.4% | +16.3% |
| 5Y | +56.4% | +827.9% | -771.5% | +37.8% |
| 10Y | +225.7% | +3,682.7% | -3,457.0% | +163.6% |
| All | +1,278.2% | +536.0% | +742.2% | +863.7% |
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