+301.6%
CHTR vs AEHR
+7,061.1%
-6,759.5%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.8% | +6.8% | +5.0% |
| 7D | -7.1% | +23.0% | -30.1% | -7.7% |
| 30D | -10.9% | -19.9% | +9.1% | -10.6% |
| 3M | +2.0% | +0.5% | +1.5% | +1.2% |
| 6M | -35.9% | +123.6% | -159.5% | -38.2% |
| YTD | -32.7% | +364.6% | -397.3% | -36.8% |
| 1Y | -46.6% | +255.3% | -301.9% | -49.5% |
| 3Y | -66.7% | +89.7% | -156.4% | -68.8% |
| 5Y | -82.1% | +827.9% | -910.0% | -84.2% |
| 10Y | -46.8% | +3,682.7% | -3,729.4% | -56.2% |
| All | +301.6% | +7,061.1% | -6,759.5% | +217.2% |
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 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