+22.6%
EFA vs AEHR
+255.0%
-232.3%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +13.1% | -13.0% | -0.7% |
| 7D | +0.6% | +6.7% | -6.2% | +0.1% |
| 30D | +0.9% | -12.7% | +13.5% | +1.3% |
| 3M | +4.9% | -26.0% | +30.9% | +5.2% |
| 6M | +8.6% | +102.2% | -93.6% | -0.1% |
| YTD | +14.6% | +327.2% | -312.6% | +0.4% |
| 1Y | +22.6% | +228.1% | -205.5% | +8.2% |
| All | +22.6% | +255.0% | -232.3% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling