+1,791.0%
CI vs AEHR
+313.8%
+1,477.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -7.2% | +5.5% | -1.5% |
| 7D | -1.7% | +24.2% | -25.9% | -2.5% |
| 30D | +4.9% | -21.2% | +26.1% | +5.3% |
| 3M | +7.4% | -52.8% | +60.2% | +9.5% |
| 6M | +0.4% | -36.9% | +37.3% | 0.0% |
| YTD | +9.5% | +202.3% | -192.9% | +1.3% |
| 1Y | +12.0% | +162.9% | -150.9% | +4.1% |
| 3Y | +7.1% | +149.1% | -142.0% | -3.6% |
| 5Y | +49.3% | +146.2% | -96.9% | +29.4% |
| 10Y | +146.6% | +1,921.2% | -1,774.6% | +78.0% |
| All | +1,791.0% | +313.8% | +1,477.1% | +1,028.1% |
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 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