+392.2%
DAL vs AEHR
+851.5%
-459.3%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +9.0% | -6.8% | +1.4% |
| 7D | +8.8% | -2.4% | +11.2% | +8.5% |
| 30D | +5.4% | -40.1% | +45.5% | +9.2% |
| 3M | -4.9% | -46.3% | +41.4% | -1.3% |
| 6M | +19.8% | -44.6% | +64.5% | +21.2% |
| YTD | +27.0% | +165.3% | -138.3% | +10.0% |
| 1Y | +52.5% | +126.1% | -73.7% | +33.6% |
| 3Y | +173.8% | +132.2% | +41.6% | +124.9% |
| 5Y | +104.5% | +108.3% | -3.7% | +59.4% |
| 10Y | +129.7% | +1,538.2% | -1,408.5% | +37.8% |
| All | +392.2% | +851.5% | -459.3% | +148.8% |
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