+34.8%
DIS vs AEHR
+68.1%
-33.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +13.1% | -14.8% | -2.2% |
| 7D | -2.6% | +6.7% | -9.3% | -2.9% |
| 30D | +3.5% | -12.7% | +16.2% | +3.7% |
| 3M | +6.8% | -26.0% | +32.8% | +7.0% |
| 6M | +3.0% | +102.2% | -99.2% | -3.6% |
| YTD | -6.7% | +327.2% | -334.0% | -17.1% |
| 1Y | -10.1% | +228.1% | -238.2% | -19.4% |
| All | +34.8% | +68.1% | -33.3% | +9.2% |
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