+63.6%
EMR vs AEHR
+775.9%
-712.3%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.8% | +0.5% | -1.1% |
| 7D | -1.2% | +23.0% | -24.2% | -3.3% |
| 30D | -9.4% | -19.9% | +10.5% | -8.0% |
| 3M | +8.6% | +0.5% | +8.1% | +6.0% |
| 6M | +6.7% | +123.6% | -116.9% | -5.4% |
| YTD | +13.1% | +364.6% | -351.6% | -7.6% |
| 1Y | +12.7% | +255.3% | -242.6% | -6.4% |
| 3Y | +58.1% | +89.7% | -31.6% | +27.2% |
| 5Y | +63.6% | +827.9% | -764.2% | +11.5% |
| All | +63.6% | +775.9% | -712.3% | +11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling