+351.3%
DAL vs AEHR
+1,432.1%
-1,080.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +13.1% | -11.3% | +0.7% |
| 7D | +0.1% | +6.7% | -6.6% | -0.5% |
| 30D | -13.9% | -12.7% | -1.3% | -13.4% |
| 3M | +1.1% | -26.0% | +27.1% | +1.4% |
| 6M | +26.2% | +102.2% | -76.0% | +14.4% |
| YTD | +16.4% | +327.2% | -310.8% | -2.1% |
| 1Y | +33.9% | +228.1% | -194.3% | +14.2% |
| 3Y | +93.4% | +67.0% | +26.3% | +63.2% |
| 5Y | +106.4% | +928.1% | -821.8% | +43.4% |
| 10Y | +143.0% | +3,269.5% | -3,126.6% | +38.9% |
| All | +351.3% | +1,432.1% | -1,080.9% | +121.4% |
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