+131.6%
C vs AEHR
+889.0%
-757.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -6.0% | -1.2% |
| 7D | +3.2% | +18.5% | -15.4% | +1.4% |
| 30D | +1.3% | -11.9% | +13.2% | +1.9% |
| 3M | +3.1% | -5.0% | +8.1% | +1.3% |
| 6M | +29.6% | +155.0% | -125.3% | +13.8% |
| YTD | +19.0% | +349.7% | -330.7% | -2.1% |
| 1Y | +45.6% | +260.4% | -214.8% | +21.2% |
| 3Y | +269.3% | +83.6% | +185.7% | +200.2% |
| 5Y | +131.6% | +917.8% | -786.3% | +54.9% |
| All | +131.6% | +889.0% | -757.4% | +54.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling