+9,338.7%
COR vs AEHR
+286.3%
+9,052.4%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -6.7% | +9.6% | +3.1% |
| 7D | +7.8% | +6.4% | +1.5% | +7.7% |
| 30D | +7.0% | -20.3% | +27.3% | +7.2% |
| 3M | +16.3% | -53.8% | +70.0% | +17.3% |
| 6M | +41.3% | -44.8% | +86.1% | +41.4% |
| YTD | +7.1% | +182.2% | -175.1% | +3.2% |
| 1Y | -0.8% | +174.7% | -175.6% | -4.5% |
| 3Y | +85.0% | +143.5% | -58.5% | +75.3% |
| 5Y | +203.9% | +129.9% | +74.0% | +182.0% |
| 10Y | +510.3% | +1,786.8% | -1,276.5% | +411.9% |
| All | +9,338.7% | +286.3% | +9,052.4% | +7,150.3% |
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 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