+208.8%
C vs AEHR
+1,846.7%
-1,637.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.4% | -8.5% | +8.2% | +0.2% |
| 30D | -5.2% | -29.6% | +24.5% | -3.2% |
| 3M | -9.1% | -43.9% | +34.8% | -6.2% |
| 6M | -1.6% | -38.7% | +37.2% | -1.2% |
| YTD | +6.9% | +195.0% | -188.1% | -7.2% |
| 1Y | +23.0% | +142.3% | -119.3% | +8.2% |
| 3Y | +216.1% | +143.1% | +73.0% | +161.3% |
| 5Y | +112.2% | +162.7% | -50.4% | +64.4% |
| 10Y | +208.8% | +1,940.1% | -1,731.3% | +85.2% |
| All | +208.8% | +1,846.7% | -1,637.9% | +85.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling