+1,475.7%
EXC vs AEHR
+484.8%
+990.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +13.1% | -14.2% | -1.3% |
| 7D | +0.3% | +6.7% | -6.5% | +0.2% |
| 30D | -3.7% | -12.7% | +8.9% | -3.6% |
| 3M | -1.3% | -26.0% | +24.7% | -1.2% |
| 6M | -9.7% | +102.2% | -111.9% | -11.7% |
| YTD | +2.9% | +327.2% | -324.3% | -1.1% |
| 1Y | +4.4% | +228.1% | -223.7% | +0.6% |
| 3Y | +22.2% | +67.0% | -44.8% | +17.6% |
| 5Y | +46.7% | +928.1% | -881.4% | +32.0% |
| 10Y | +155.3% | +3,269.5% | -3,114.2% | +113.5% |
| All | +1,475.7% | +484.8% | +990.9% | +1,179.7% |
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