+75.9%
DE vs AEHR
+88.1%
-12.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -0.4% |
| 7D | -2.6% | +9.8% | -12.3% | -3.2% |
| 30D | +9.0% | -26.7% | +35.8% | +10.9% |
| 3M | +19.1% | -8.1% | +27.2% | +17.8% |
| 6M | +14.4% | +123.1% | -108.7% | +4.5% |
| YTD | +45.9% | +369.0% | -323.1% | +25.4% |
| 1Y | +43.6% | +256.4% | -212.8% | +24.6% |
| 3Y | +75.9% | +96.4% | -20.5% | +48.6% |
| All | +75.9% | +88.1% | -12.2% | +48.6% |
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