+45.7%
EXC vs AEHR
+976.1%
-930.4%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.3% | -5.8% | -0.5% |
| 7D | +0.3% | +19.1% | -18.8% | +0.6% |
| 30D | -0.9% | -10.0% | +9.2% | -0.9% |
| 3M | -2.7% | +1.3% | -4.0% | -2.3% |
| 6M | -9.4% | +133.8% | -143.1% | -8.5% |
| YTD | +3.0% | +373.3% | -370.3% | +4.4% |
| 1Y | +5.1% | +256.2% | -251.0% | +6.4% |
| 3Y | +20.6% | +93.2% | -72.6% | +23.6% |
| 5Y | +45.7% | +793.1% | -747.4% | +45.9% |
| All | +45.7% | +976.1% | -930.4% | +45.9% |
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