+180.9%
COR vs AEHR
+976.1%
-795.2%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.3% | -5.7% | -0.4% |
| 7D | -3.9% | +19.1% | -23.0% | -3.6% |
| 30D | -0.3% | -10.0% | +9.7% | -0.4% |
| 3M | +15.9% | +1.3% | +14.5% | +16.3% |
| 6M | -10.3% | +133.8% | -144.0% | -9.9% |
| YTD | -3.7% | +373.3% | -377.0% | -2.9% |
| 1Y | +9.1% | +256.2% | -247.1% | +9.9% |
| 3Y | +86.6% | +93.2% | -6.7% | +92.6% |
| 5Y | +180.9% | +793.1% | -612.2% | +174.3% |
| All | +180.9% | +976.1% | -795.2% | +174.3% |
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 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