+177.7%
CHRW vs AEHR
+3,808.7%
-3,631.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.4% |
| 7D | +4.4% | +23.0% | -18.6% | +3.5% |
| 30D | +5.5% | -19.9% | +25.4% | +6.1% |
| 3M | -17.3% | +0.5% | -17.8% | -18.0% |
| 6M | -12.7% | +123.6% | -136.2% | -16.9% |
| YTD | -4.1% | +364.6% | -368.8% | -11.5% |
| 1Y | +21.2% | +255.3% | -234.1% | +12.5% |
| 3Y | +88.9% | +89.7% | -0.8% | +73.5% |
| 5Y | +93.1% | +827.9% | -734.8% | +66.2% |
| All | +177.7% | +3,808.7% | -3,631.1% | +119.0% |
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