+26.0%
C vs AEHR
+147.2%
-121.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.6% | +8.2% | +2.2% |
| 7D | +1.1% | -5.7% | +6.8% | +1.3% |
| 30D | -2.4% | -41.7% | +39.3% | +2.0% |
| 3M | -8.4% | -44.6% | +36.3% | -4.5% |
| 6M | +0.3% | -28.9% | +29.3% | -1.2% |
| YTD | +9.1% | +201.3% | -192.2% | -14.2% |
| 1Y | +26.0% | +145.3% | -119.3% | +2.3% |
| All | +26.0% | +147.2% | -121.2% | +2.3% |
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