+3.7%
F vs AEHR
+147.2%
-143.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.6% | +9.5% | +3.2% |
| 7D | +6.0% | -5.7% | +11.8% | +6.2% |
| 30D | +4.3% | -41.7% | +46.0% | +7.1% |
| 3M | -10.1% | -44.6% | +34.6% | -8.0% |
| 6M | +12.8% | -28.9% | +41.7% | +11.4% |
| YTD | -0.1% | +201.3% | -201.4% | -12.7% |
| 1Y | +3.7% | +145.3% | -141.6% | -7.3% |
| All | +3.7% | +147.2% | -143.5% | -7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling