+92.6%
EWZ vs AEHR
+3,898.3%
-3,805.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.3% | -6.7% | -1.7% |
| 7D | -0.1% | +19.1% | -19.1% | -1.3% |
| 30D | +8.2% | -10.0% | +18.2% | +8.4% |
| 3M | +13.3% | +1.3% | +12.0% | +11.2% |
| 6M | +3.6% | +133.8% | -130.2% | -5.2% |
| YTD | +21.0% | +373.3% | -352.3% | +4.9% |
| 1Y | +34.7% | +256.2% | -221.5% | +18.1% |
| 3Y | +48.3% | +93.2% | -45.0% | +28.6% |
| 5Y | +60.1% | +793.1% | -733.0% | +19.3% |
| 10Y | +92.6% | +3,753.2% | -3,660.7% | +15.5% |
| All | +92.6% | +3,898.3% | -3,805.8% | +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