+4,238.3%
DE vs AEHR
+515.5%
+3,722.8%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.3% | -7.1% | -2.1% |
| 7D | +0.7% | +18.5% | -17.9% | -0.3% |
| 30D | +9.6% | -11.9% | +21.6% | +10.0% |
| 3M | +19.0% | -5.0% | +24.0% | +17.7% |
| 6M | +16.1% | +155.0% | -138.9% | +7.9% |
| YTD | +47.0% | +349.7% | -302.7% | +31.7% |
| 1Y | +43.1% | +260.4% | -217.3% | +28.8% |
| 3Y | +77.5% | +83.6% | -6.1% | +58.6% |
| 5Y | +96.4% | +917.8% | -821.5% | +54.7% |
| 10Y | +852.9% | +3,517.1% | -2,664.2% | +550.5% |
| All | +4,238.3% | +515.5% | +3,722.8% | +2,304.6% |
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 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