+9,320.8%
COR vs AEHR
+286.3%
+9,034.5%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.7% | +9.4% | +2.9% |
| 7D | +7.6% | +6.4% | +1.3% | +7.5% |
| 30D | +6.8% | -20.3% | +27.1% | +7.0% |
| 3M | +16.0% | -53.8% | +69.8% | +17.1% |
| 6M | +41.0% | -44.8% | +85.8% | +41.1% |
| YTD | +6.9% | +182.2% | -175.3% | +3.0% |
| 1Y | -1.0% | +174.7% | -175.7% | -4.7% |
| 3Y | +84.6% | +143.5% | -58.9% | +75.0% |
| 5Y | +203.3% | +129.9% | +73.4% | +181.4% |
| 10Y | +509.1% | +1,786.8% | -1,277.6% | +410.9% |
| All | +9,320.8% | +286.3% | +9,034.5% | +7,136.6% |
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