+211.9%
B vs AEHR
+3,898.3%
-3,686.4%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.3% | -4.1% | +0.9% |
| 7D | +1.0% | +19.1% | -18.1% | +0.3% |
| 30D | +9.5% | -10.0% | +19.5% | +9.7% |
| 3M | +14.3% | +1.3% | +13.0% | +13.1% |
| 6M | -1.9% | +133.8% | -135.6% | -6.3% |
| YTD | +4.1% | +373.3% | -369.2% | -3.0% |
| 1Y | +56.1% | +256.2% | -200.1% | +46.3% |
| 3Y | +202.0% | +93.2% | +108.8% | +180.0% |
| 5Y | +158.8% | +793.1% | -634.3% | +132.0% |
| 10Y | +211.9% | +3,753.2% | -3,541.3% | +160.1% |
| All | +211.9% | +3,898.3% | -3,686.4% | +160.1% |
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