+5,465.3%
CMI vs AEHR
+547.9%
+4,917.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.3% | -6.5% | -1.5% |
| 7D | +0.7% | +19.1% | -18.4% | -0.5% |
| 30D | -12.3% | -10.0% | -2.3% | -12.0% |
| 3M | -16.8% | +1.3% | -18.1% | -17.9% |
| 6M | +1.5% | +133.8% | -132.2% | -5.5% |
| YTD | +9.8% | +373.3% | -363.5% | -2.5% |
| 1Y | +42.6% | +256.2% | -213.6% | +28.0% |
| 3Y | +151.0% | +93.2% | +57.7% | +122.8% |
| 5Y | +167.0% | +793.1% | -626.1% | +109.8% |
| 10Y | +512.2% | +3,753.2% | -3,241.1% | +309.5% |
| All | +5,465.3% | +547.9% | +4,917.5% | +2,935.9% |
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