+49.5%
EQT vs AEHR
+3,808.7%
-3,759.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.8% | +2.4% | +0.7% |
| 7D | -1.2% | +23.0% | -24.2% | -2.0% |
| 30D | +1.1% | -19.9% | +21.0% | +1.7% |
| 3M | +4.8% | +0.5% | +4.3% | +3.6% |
| 6M | -10.6% | +123.6% | -134.2% | -15.5% |
| YTD | +3.4% | +364.6% | -361.2% | -6.2% |
| 1Y | +8.7% | +255.3% | -246.7% | -0.7% |
| 3Y | +35.0% | +89.7% | -54.7% | +22.0% |
| 5Y | +204.2% | +827.9% | -623.6% | +148.7% |
| All | +49.5% | +3,808.7% | -3,759.2% | +15.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling