+9.6%
CI vs AEHR
+154.6%
-145.0%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.4% | +2.9% | +2.5% |
| 7D | +2.6% | -8.5% | +11.1% | +2.6% |
| 30D | +7.3% | -29.6% | +36.9% | +7.3% |
| 3M | +9.5% | -43.9% | +53.4% | +9.4% |
| 6M | +6.4% | -38.7% | +45.2% | +6.3% |
| YTD | +12.0% | +195.0% | -183.0% | +9.6% |
| 1Y | +20.1% | +142.3% | -122.2% | +17.5% |
| 3Y | +9.6% | +143.1% | -133.6% | +11.9% |
| All | +9.6% | +154.6% | -145.0% | +11.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling