+294.7%
C vs AEHR
+3,898.3%
-3,603.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.3% | -4.5% | +0.4% |
| 7D | +2.6% | +19.1% | -16.5% | +1.1% |
| 30D | +1.9% | -10.0% | +11.9% | +2.3% |
| 3M | +2.8% | +1.3% | +1.5% | +0.8% |
| 6M | +30.6% | +133.8% | -103.2% | +18.0% |
| YTD | +19.9% | +373.3% | -353.4% | +1.5% |
| 1Y | +44.6% | +256.2% | -211.6% | +24.1% |
| 3Y | +272.1% | +93.2% | +178.9% | +213.5% |
| 5Y | +132.0% | +793.1% | -661.1% | +66.9% |
| 10Y | +294.7% | +3,753.2% | -3,458.6% | +133.1% |
| All | +294.7% | +3,898.3% | -3,603.7% | +133.1% |
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