+205.5%
COR vs AEHR
+126.8%
+78.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.7% | +9.4% | +2.7% |
| 7D | +7.6% | +6.4% | +1.3% | +7.7% |
| 30D | +6.8% | -20.3% | +27.1% | +6.6% |
| 3M | +16.0% | -53.8% | +69.8% | +15.1% |
| 6M | +41.0% | -44.8% | +85.8% | +40.8% |
| YTD | +6.9% | +182.2% | -175.3% | +7.7% |
| 1Y | -1.0% | +174.7% | -175.7% | -0.3% |
| 3Y | +84.6% | +143.5% | -58.9% | +88.3% |
| All | +205.5% | +126.8% | +78.7% | +206.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling