+198.7%
B vs AEHR
+82.4%
+116.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.3% | -6.7% | -1.9% |
| 7D | +2.3% | +18.5% | -16.2% | +0.8% |
| 30D | +1.4% | -11.9% | +13.3% | +1.8% |
| 3M | +12.2% | -5.0% | +17.2% | +10.2% |
| 6M | -2.1% | +155.0% | -157.1% | -12.3% |
| YTD | +2.9% | +349.7% | -346.7% | -12.0% |
| 1Y | +55.3% | +260.4% | -205.1% | +34.2% |
| 3Y | +198.7% | +83.6% | +115.1% | +135.0% |
| All | +198.7% | +82.4% | +116.3% | +135.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling