+7,795.3%
COST vs AEHR
+547.9%
+7,247.4%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.3% | -6.1% | -1.0% |
| 7D | -2.8% | +19.1% | -21.9% | -3.4% |
| 30D | -5.3% | -10.0% | +4.8% | -5.2% |
| 3M | -6.7% | +1.3% | -8.0% | -7.6% |
| 6M | -9.9% | +133.8% | -143.7% | -14.2% |
| YTD | +5.1% | +373.3% | -368.2% | -2.9% |
| 1Y | -7.3% | +256.2% | -263.5% | -13.9% |
| 3Y | +70.4% | +93.2% | -22.9% | +57.0% |
| 5Y | +104.4% | +793.1% | -688.7% | +72.9% |
| 10Y | +609.0% | +3,753.2% | -3,144.2% | +438.0% |
| All | +7,795.3% | +547.9% | +7,247.4% | +5,245.3% |
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