+67.6%
EWZ vs AEHR
+889.0%
-821.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +5.3% | -3.3% | +1.6% |
| 7D | +5.6% | +18.5% | -13.0% | +4.3% |
| 30D | +9.3% | -11.9% | +21.2% | +9.7% |
| 3M | +15.7% | -5.0% | +20.7% | +13.9% |
| 6M | +7.4% | +155.0% | -147.5% | -3.3% |
| YTD | +22.7% | +349.7% | -327.0% | +5.3% |
| 1Y | +36.4% | +260.4% | -224.0% | +17.9% |
| 3Y | +50.4% | +83.6% | -33.2% | +29.7% |
| 5Y | +67.6% | +917.8% | -850.2% | +21.3% |
| All | +67.6% | +889.0% | -821.4% | +21.3% |
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