+173.8%
DAL vs AEHR
+114.5%
+59.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.0% | -6.8% | +1.1% |
| 7D | +8.8% | -2.4% | +11.2% | +8.3% |
| 30D | +5.4% | -40.1% | +45.5% | +10.7% |
| 3M | -4.9% | -46.3% | +41.4% | +0.1% |
| 6M | +19.8% | -44.6% | +64.5% | +21.3% |
| YTD | +27.0% | +165.3% | -138.3% | -0.5% |
| 1Y | +52.5% | +126.1% | -73.7% | +21.9% |
| 3Y | +173.8% | +132.2% | +41.6% | +89.9% |
| All | +173.8% | +114.5% | +59.3% | +89.9% |
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 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