+946.2%
DUK vs AEHR
+547.9%
+398.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.3% | -5.9% | -0.7% |
| 7D | -0.1% | +19.1% | -19.2% | -0.3% |
| 30D | +0.2% | -10.0% | +10.3% | +0.3% |
| 3M | -1.9% | +1.3% | -3.2% | -2.2% |
| 6M | -6.5% | +133.8% | -140.3% | -7.9% |
| YTD | +5.4% | +373.3% | -367.9% | +2.8% |
| 1Y | +3.6% | +256.2% | -252.6% | +1.2% |
| 3Y | +48.1% | +93.2% | -45.1% | +44.6% |
| 5Y | +39.6% | +793.1% | -753.5% | +30.7% |
| 10Y | +131.8% | +3,753.2% | -3,621.4% | +103.8% |
| All | +946.2% | +547.9% | +398.4% | +756.3% |
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