+7,692.7%
EW vs AEHR
+744.1%
+6,948.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.7% | +7.9% | +1.5% |
| 7D | +4.9% | +6.4% | -1.5% | +4.6% |
| 30D | +23.9% | -20.3% | +44.2% | +24.5% |
| 3M | +15.8% | -53.8% | +69.6% | +18.4% |
| 6M | +31.7% | -44.8% | +76.5% | +32.1% |
| YTD | +25.7% | +182.2% | -156.5% | +16.4% |
| 1Y | +24.4% | +174.7% | -150.3% | +15.3% |
| 3Y | +65.9% | +143.5% | -77.6% | +48.8% |
| 5Y | -7.6% | +129.9% | -137.5% | -19.9% |
| 10Y | +253.2% | +1,786.8% | -1,533.6% | +162.4% |
| All | +7,692.7% | +744.1% | +6,948.6% | +4,836.4% |
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