+157.0%
B vs AEHR
+346.0%
-188.9%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +10.4% | -12.0% | -1.8% |
| 7D | -2.7% | +8.1% | -10.8% | -2.9% |
| 30D | -4.3% | -15.9% | +11.5% | -4.2% |
| 3M | -2.3% | -43.9% | +41.6% | -1.3% |
| 6M | -16.2% | -37.1% | +20.9% | -16.1% |
| YTD | -8.8% | +225.8% | -234.6% | -12.3% |
| 1Y | +11.4% | +184.0% | -172.7% | +7.4% |
| 3Y | +174.3% | +168.5% | +5.8% | +161.1% |
| 5Y | +116.2% | +186.2% | -70.1% | +103.3% |
| 10Y | +222.7% | +2,078.1% | -1,855.4% | +186.8% |
| All | +157.0% | +346.0% | -188.9% | +129.0% |
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 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