+135.0%
DAL vs AEHR
+3,898.3%
-3,763.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.3% | -5.5% | -0.8% |
| 7D | +0.8% | +19.1% | -18.3% | -1.1% |
| 30D | -11.7% | -10.0% | -1.7% | -11.3% |
| 3M | -2.7% | +1.3% | -4.1% | -5.3% |
| 6M | +30.7% | +133.8% | -103.1% | +14.0% |
| YTD | +14.4% | +373.3% | -358.9% | -8.7% |
| 1Y | +31.2% | +256.2% | -225.0% | +6.9% |
| 3Y | +99.4% | +93.2% | +6.2% | +58.4% |
| 5Y | +98.6% | +793.1% | -694.5% | +27.3% |
| 10Y | +135.0% | +3,753.2% | -3,618.2% | +16.3% |
| All | +135.0% | +3,898.3% | -3,763.3% | +16.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling