+1,693.2%
CI vs AEHR
+484.8%
+1,208.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +13.1% | -14.4% | -1.8% |
| 7D | +1.3% | +6.7% | -5.4% | +1.0% |
| 30D | +4.4% | -12.7% | +17.1% | +4.7% |
| 3M | +0.7% | -26.0% | +26.7% | +0.7% |
| 6M | +0.3% | +102.2% | -101.9% | -4.4% |
| YTD | +3.8% | +327.2% | -323.4% | -4.5% |
| 1Y | -5.5% | +228.1% | -233.6% | -12.6% |
| 3Y | +8.1% | +67.0% | -58.9% | -0.5% |
| 5Y | +42.8% | +928.1% | -885.3% | +16.2% |
| 10Y | +143.9% | +3,269.5% | -3,125.6% | +73.1% |
| All | +1,693.2% | +484.8% | +1,208.4% | +962.9% |
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 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