+352.2%
EWZ vs AEHR
+668.6%
-316.4%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | +1.3% | -8.5% | +9.8% | +1.7% |
| 30D | -26.2% | -29.6% | +3.5% | -25.1% |
| 3M | -8.6% | -43.9% | +35.3% | -6.6% |
| 6M | -17.0% | -38.7% | +21.7% | -17.1% |
| YTD | +2.2% | +195.0% | -192.9% | -8.5% |
| 1Y | +2.7% | +142.3% | -139.6% | -7.1% |
| 3Y | +18.2% | +143.1% | -124.9% | +1.9% |
| 5Y | +56.0% | +162.7% | -106.6% | +27.6% |
| 10Y | +60.8% | +1,940.1% | -1,879.2% | +5.1% |
| All | +352.2% | +668.6% | -316.4% | +136.4% |
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