-10.9%
DOW vs AEHR
+6,677.3%
-6,688.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -5.8% | -0.9% |
| 7D | -6.0% | +19.1% | -25.1% | -7.1% |
| 30D | -2.7% | -10.0% | +7.3% | -2.5% |
| 3M | -10.5% | +1.3% | -11.8% | -12.1% |
| 6M | -12.4% | +133.8% | -146.2% | -20.6% |
| YTD | +30.0% | +373.3% | -343.3% | +10.0% |
| 1Y | +27.8% | +256.2% | -228.4% | +9.8% |
| 3Y | -34.9% | +93.2% | -128.2% | -45.5% |
| 5Y | -35.9% | +793.1% | -829.0% | -53.6% |
| All | -10.9% | +6,677.3% | -6,688.2% | -50.8% |
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