+50.4%
EWJ vs AEHR
+817.5%
-767.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +2.1% |
| 7D | +0.3% | +9.8% | -9.5% | -0.4% |
| 30D | +0.8% | -26.7% | +27.5% | +2.7% |
| 3M | +7.5% | -8.1% | +15.6% | +6.4% |
| 6M | +15.6% | +123.1% | -107.5% | +5.9% |
| YTD | +22.7% | +369.0% | -346.3% | +5.8% |
| 1Y | +26.4% | +256.4% | -230.0% | +10.2% |
| 3Y | +72.5% | +96.4% | -23.8% | +47.9% |
| All | +50.4% | +817.5% | -767.2% | +11.0% |
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