+22.3%
DIS vs AEHR
+3,898.3%
-3,876.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +5.3% | -6.1% | -1.1% |
| 7D | -3.5% | +19.1% | -22.6% | -4.5% |
| 30D | +1.0% | -10.0% | +11.0% | +1.1% |
| 3M | +5.7% | +1.3% | +4.4% | +3.9% |
| 6M | +3.3% | +133.8% | -130.5% | -4.8% |
| YTD | -7.7% | +373.3% | -381.0% | -19.3% |
| 1Y | -10.0% | +256.2% | -266.1% | -20.5% |
| 3Y | +31.7% | +93.2% | -61.5% | +14.5% |
| 5Y | -42.2% | +793.1% | -835.3% | -55.9% |
| 10Y | +22.3% | +3,753.2% | -3,730.9% | -18.4% |
| All | +22.3% | +3,898.3% | -3,876.0% | -18.4% |
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