+3,455.1%
DLR vs AEHR
+1,805.7%
+1,649.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.7% | +4.8% | -1.6% |
| 7D | +3.3% | +6.4% | -3.0% | +3.0% |
| 30D | +4.6% | -20.3% | +24.9% | +5.2% |
| 3M | -8.3% | -53.8% | +45.5% | -5.7% |
| 6M | -5.6% | -44.8% | +39.2% | -4.9% |
| YTD | +18.7% | +182.2% | -163.5% | +9.9% |
| 1Y | +17.1% | +174.7% | -157.6% | +8.4% |
| 3Y | +54.4% | +143.5% | -89.2% | +38.5% |
| 5Y | +36.5% | +129.9% | -93.4% | +18.9% |
| 10Y | +187.7% | +1,786.8% | -1,599.1% | +115.0% |
| All | +3,455.1% | +1,805.7% | +1,649.4% | +2,179.7% |
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 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