+142.3%
CI vs AEHR
+3,808.7%
-3,666.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.8% | +1.0% |
| 7D | -1.3% | +23.0% | -24.3% | -1.8% |
| 30D | +3.1% | -19.9% | +23.1% | +3.5% |
| 3M | -4.5% | +0.5% | -5.0% | -5.1% |
| 6M | +8.3% | +123.6% | -115.3% | +4.4% |
| YTD | +3.8% | +364.6% | -360.8% | -2.2% |
| 1Y | -5.0% | +255.3% | -260.4% | -10.2% |
| 3Y | +5.8% | +89.7% | -83.9% | +0.1% |
| 5Y | +50.6% | +827.9% | -777.3% | +29.8% |
| All | +142.3% | +3,808.7% | -3,666.5% | +79.1% |
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