+58.3%
DIA vs AEHR
+89.8%
-31.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -6.0% | -1.0% |
| 7D | -1.2% | +19.1% | -20.3% | -2.1% |
| 30D | -2.7% | -10.0% | +7.3% | -2.5% |
| 3M | +3.3% | +1.3% | +1.9% | +1.9% |
| 6M | +10.4% | +133.8% | -123.3% | +3.0% |
| YTD | +10.0% | +373.3% | -363.3% | -1.9% |
| 1Y | +16.2% | +256.2% | -240.0% | +4.5% |
| All | +58.3% | +89.8% | -31.4% | +35.9% |
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