+121.4%
DAL vs AEHR
+2,129.8%
-2,008.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +10.4% | -11.4% | -2.0% |
| 7D | +2.3% | +8.1% | -5.8% | +1.3% |
| 30D | +14.3% | -15.9% | +30.2% | +15.2% |
| 3M | +1.3% | -43.9% | +45.2% | +5.4% |
| 6M | +29.3% | -37.1% | +66.4% | +29.3% |
| YTD | +33.0% | +225.8% | -192.8% | +8.6% |
| 1Y | +59.8% | +184.0% | -124.2% | +32.2% |
| 3Y | +177.2% | +168.5% | +8.7% | +112.0% |
| 5Y | +118.4% | +186.2% | -67.9% | +52.7% |
| 10Y | +121.4% | +2,078.1% | -1,956.7% | +11.1% |
| All | +121.4% | +2,129.8% | -2,008.4% | +11.1% |
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