-3.5%
B vs AEHR
+95.9%
-99.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +13.1% | -15.3% | -3.5% |
| 7D | -1.6% | +6.7% | -8.3% | -2.4% |
| 30D | +9.4% | -12.7% | +22.1% | +9.8% |
| 3M | +5.0% | -26.0% | +31.0% | +5.6% |
| 6M | -3.5% | +102.2% | -105.7% | -18.4% |
| All | -3.5% | +95.9% | -99.4% | -18.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling