+45.7%
DUK vs AEHR
+88.1%
-42.4%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | +0.1% |
| 7D | -0.7% | +9.8% | -10.4% | -0.5% |
| 30D | -2.4% | -26.7% | +24.3% | -3.0% |
| 3M | -3.0% | -8.1% | +5.1% | -2.4% |
| 6M | -6.6% | +123.1% | -129.6% | -4.1% |
| YTD | +4.6% | +369.0% | -364.4% | +9.2% |
| 1Y | +1.2% | +256.4% | -255.2% | +5.4% |
| 3Y | +45.7% | +96.4% | -50.7% | +51.9% |
| All | +45.7% | +88.1% | -42.4% | +51.9% |
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