+349.8%
EWZ vs AEHR
+591.2%
-241.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +9.0% | -8.3% | +0.2% |
| 7D | -1.5% | -2.4% | +0.9% | -1.7% |
| 30D | -24.5% | -40.1% | +15.5% | -22.7% |
| 3M | -10.7% | -46.3% | +35.6% | -8.5% |
| 6M | -19.1% | -44.6% | +25.5% | -18.6% |
| YTD | +1.6% | +165.3% | -163.7% | -8.4% |
| 1Y | +4.3% | +126.1% | -121.8% | -5.3% |
| 3Y | +19.0% | +132.2% | -113.2% | +2.8% |
| 5Y | +57.7% | +108.3% | -50.6% | +30.7% |
| 10Y | +51.3% | +1,538.2% | -1,486.9% | +0.2% |
| All | +349.8% | +591.2% | -241.4% | +136.7% |
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