+235.7%
DIA vs AEHR
+1,768.2%
-1,532.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.7% | +6.8% | +0.4% |
| 7D | +2.1% | +6.4% | -4.2% | +1.8% |
| 30D | +1.5% | -20.3% | +21.8% | +2.1% |
| 3M | -2.4% | -53.8% | +51.4% | +0.3% |
| 6M | +6.0% | -44.8% | +50.8% | +6.5% |
| YTD | +10.1% | +182.2% | -172.1% | +0.7% |
| 1Y | +11.8% | +174.7% | -162.9% | +2.3% |
| 3Y | +59.7% | +143.5% | -83.8% | +40.9% |
| 5Y | +57.9% | +129.9% | -72.0% | +33.6% |
| All | +235.7% | +1,768.2% | -1,532.5% | +139.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling