+68.5%
COST vs AEHR
+88.1%
-19.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | +0.3% |
| 7D | -1.2% | +9.8% | -11.0% | -1.2% |
| 30D | -4.7% | -26.7% | +22.0% | -4.7% |
| 3M | -7.1% | -8.1% | +1.0% | -7.0% |
| 6M | -8.5% | +123.1% | -131.6% | -9.9% |
| YTD | +5.4% | +369.0% | -363.6% | +2.1% |
| 1Y | -5.6% | +256.4% | -262.0% | -8.4% |
| 3Y | +68.5% | +96.4% | -27.9% | +72.5% |
| All | +68.5% | +88.1% | -19.6% | +72.5% |
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