+459.9%
DIS vs AEHR
+484.8%
-24.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +13.1% | -14.8% | -2.4% |
| 7D | -2.6% | +6.7% | -9.3% | -2.9% |
| 30D | +3.5% | -12.7% | +16.2% | +3.8% |
| 3M | +6.8% | -26.0% | +32.8% | +6.8% |
| 6M | +3.0% | +102.2% | -99.2% | -3.2% |
| YTD | -6.7% | +327.2% | -334.0% | -16.2% |
| 1Y | -10.1% | +228.1% | -238.2% | -18.6% |
| 3Y | +33.0% | +67.0% | -34.0% | +19.5% |
| 5Y | -40.0% | +928.1% | -968.1% | -52.4% |
| 10Y | +21.1% | +3,269.5% | -3,248.5% | -15.6% |
| All | +459.9% | +484.8% | -24.9% | +223.1% |
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