-34.4%
DOW vs AEHR
+86.3%
-120.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +0.9% |
| 7D | -2.4% | +23.0% | -25.4% | -3.8% |
| 30D | -4.1% | -19.9% | +15.9% | -3.0% |
| 3M | -12.4% | +0.5% | -13.0% | -14.0% |
| 6M | -10.6% | +123.6% | -134.2% | -20.3% |
| YTD | +31.1% | +364.6% | -333.6% | +5.2% |
| 1Y | +30.5% | +255.3% | -224.8% | +6.8% |
| All | -34.4% | +86.3% | -120.7% | -49.4% |
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 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