+24.8%
C vs AEHR
+484.8%
-460.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +13.1% | -13.4% | -1.4% |
| 7D | +3.6% | +6.7% | -3.1% | +3.0% |
| 30D | +0.1% | -12.7% | +12.7% | +0.7% |
| 3M | +2.4% | -26.0% | +28.4% | +2.9% |
| 6M | +24.9% | +102.2% | -77.3% | +13.8% |
| YTD | +19.8% | +327.2% | -307.4% | +1.7% |
| 1Y | +44.9% | +228.1% | -183.2% | +24.5% |
| 3Y | +263.0% | +67.0% | +195.9% | +209.7% |
| 5Y | +129.5% | +928.1% | -798.6% | +58.1% |
| 10Y | +291.6% | +3,269.5% | -2,977.9% | +114.0% |
| All | +24.8% | +484.8% | -460.0% | -52.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling