+84.6%
COR vs AEHR
+136.3%
-51.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.7% | +9.4% | +2.5% |
| 7D | +7.6% | +6.4% | +1.3% | +7.9% |
| 30D | +6.8% | -20.3% | +27.1% | +6.3% |
| 3M | +16.0% | -53.8% | +69.8% | +13.7% |
| 6M | +41.0% | -44.8% | +85.8% | +40.5% |
| YTD | +6.9% | +182.2% | -175.3% | +11.8% |
| 1Y | -1.0% | +174.7% | -175.7% | +3.5% |
| 3Y | +84.6% | +143.5% | -58.9% | +101.8% |
| All | +84.6% | +136.3% | -51.7% | +101.8% |
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