-12.1%
DOW vs AEHR
+6,615.6%
-6,627.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.0% | -2.1% |
| 7D | -1.4% | +9.8% | -11.2% | -2.0% |
| 30D | -3.9% | -26.7% | +22.8% | -2.3% |
| 3M | -12.7% | -8.1% | -4.6% | -13.7% |
| 6M | -13.7% | +123.1% | -136.8% | -21.5% |
| YTD | +28.4% | +369.0% | -340.6% | +8.7% |
| 1Y | +21.8% | +256.4% | -234.6% | +4.6% |
| 3Y | -35.7% | +96.4% | -132.1% | -46.2% |
| 5Y | -36.8% | +836.6% | -873.4% | -54.4% |
| All | -12.1% | +6,615.6% | -6,627.7% | -51.4% |
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