+3.5%
B vs AEHR
+156.1%
-152.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -7.2% | +4.1% | -2.4% |
| 7D | -6.2% | +24.2% | -30.4% | -8.4% |
| 30D | -6.6% | -21.2% | +14.6% | -5.1% |
| 3M | -7.9% | -52.8% | +44.9% | -1.7% |
| 6M | -16.8% | -36.9% | +20.1% | -17.1% |
| YTD | -11.7% | +202.3% | -214.0% | -33.9% |
| 1Y | +3.5% | +162.9% | -159.4% | -20.7% |
| All | +3.5% | +156.1% | -152.7% | -20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling