+18.0%
BLK vs AEHR
+147.2%
-129.2%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -6.6% | +12.0% | +5.8% |
| 7D | +5.7% | -5.7% | +11.5% | +5.9% |
| 30D | +14.8% | -41.7% | +56.5% | +18.3% |
| 3M | +8.8% | -44.6% | +53.4% | +11.7% |
| 6M | +17.6% | -28.9% | +46.5% | +15.1% |
| YTD | +16.3% | +201.3% | -185.1% | -6.0% |
| 1Y | +18.0% | +145.3% | -127.3% | -0.8% |
| All | +18.0% | +147.2% | -129.2% | -0.8% |
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