+432.5%
EWZ vs AEHR
+1,013.0%
-580.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +13.1% | -13.8% | -1.5% |
| 7D | +6.5% | +6.7% | -0.2% | +6.0% |
| 30D | +4.8% | -12.7% | +17.5% | +5.3% |
| 3M | +9.9% | -26.0% | +35.9% | +10.1% |
| 6M | +1.9% | +102.2% | -100.3% | -5.2% |
| YTD | +20.3% | +327.2% | -306.9% | +6.3% |
| 1Y | +35.6% | +228.1% | -192.5% | +20.9% |
| 3Y | +43.4% | +67.0% | -23.6% | +27.0% |
| 5Y | +55.9% | +928.1% | -872.2% | +17.8% |
| 10Y | +84.2% | +3,269.5% | -3,185.4% | +17.5% |
| All | +432.5% | +1,013.0% | -580.5% | +174.6% |
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 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