+1,913.8%
COP vs AEHR
+286.3%
+1,627.5%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.7% | +8.2% | +1.9% |
| 7D | +4.4% | +6.4% | -2.0% | +4.1% |
| 30D | 0.0% | -20.3% | +20.3% | +0.4% |
| 3M | +15.0% | -53.8% | +68.8% | +17.7% |
| 6M | +22.0% | -44.8% | +66.8% | +22.3% |
| YTD | +55.3% | +182.2% | -126.9% | +42.2% |
| 1Y | +64.1% | +174.7% | -110.6% | +50.3% |
| 3Y | +34.1% | +143.5% | -109.4% | +18.8% |
| 5Y | +133.4% | +129.9% | +3.5% | +99.4% |
| 10Y | +338.6% | +1,786.8% | -1,448.2% | +217.6% |
| All | +1,913.8% | +286.3% | +1,627.5% | +1,209.1% |
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