+49.5%
EWZ vs AEHR
+68.1%
-18.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +13.1% | -13.8% | -1.6% |
| 7D | +6.5% | +6.7% | -0.2% | +6.0% |
| 30D | +4.8% | -12.7% | +17.5% | +5.2% |
| 3M | +9.9% | -26.0% | +35.9% | +10.1% |
| 6M | +1.9% | +102.2% | -100.3% | -7.1% |
| YTD | +20.3% | +327.2% | -306.9% | +3.4% |
| 1Y | +35.6% | +228.1% | -192.5% | +17.7% |
| All | +49.5% | +68.1% | -18.6% | +34.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling