+5,760.6%
CRM vs AEHR
+2,353.1%
+3,407.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.9% |
| 7D | -4.4% | +9.8% | -14.2% | -4.9% |
| 30D | +28.1% | -26.7% | +54.9% | +29.6% |
| 3M | +48.8% | -8.1% | +56.9% | +46.9% |
| 6M | +28.3% | +123.1% | -94.8% | +18.3% |
| YTD | -6.0% | +369.0% | -375.0% | -18.1% |
| 1Y | +1.4% | +256.4% | -254.9% | -10.7% |
| 3Y | +11.8% | +96.4% | -84.5% | -2.9% |
| 5Y | -2.0% | +836.6% | -838.6% | -25.7% |
| 10Y | +239.6% | +3,718.1% | -3,478.5% | +120.4% |
| All | +5,760.6% | +2,353.1% | +3,407.5% | +3,270.9% |
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