+1,067.3%
EMR vs AEHR
+484.8%
+582.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +13.1% | -11.4% | +1.0% |
| 7D | -1.5% | +6.7% | -8.3% | -1.9% |
| 30D | -5.6% | -12.7% | +7.1% | -5.2% |
| 3M | +7.9% | -26.0% | +33.9% | +8.3% |
| 6M | +6.0% | +102.2% | -96.2% | -0.5% |
| YTD | +16.4% | +327.2% | -310.8% | +4.1% |
| 1Y | +16.6% | +228.1% | -211.5% | +5.2% |
| 3Y | +62.9% | +67.0% | -4.2% | +45.9% |
| 5Y | +60.1% | +928.1% | -868.0% | +25.8% |
| 10Y | +268.7% | +3,269.5% | -3,000.8% | +152.4% |
| All | +1,067.3% | +484.8% | +582.5% | +537.8% |
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