+153.3%
CMI vs AEHR
+88.1%
+65.2%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +1.1% |
| 7D | -0.7% | +9.8% | -10.5% | -1.9% |
| 30D | -12.4% | -26.7% | +14.3% | -9.4% |
| 3M | -14.8% | -8.1% | -6.7% | -16.2% |
| 6M | +0.8% | +123.1% | -122.3% | -12.4% |
| YTD | +10.2% | +369.0% | -358.8% | -12.8% |
| 1Y | +37.4% | +256.4% | -218.9% | +10.7% |
| 3Y | +153.3% | +96.4% | +56.9% | +95.3% |
| All | +153.3% | +88.1% | +65.2% | +95.3% |
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