+74.3%
F vs AEHR
+1,846.7%
-1,772.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | +1.0% | -8.5% | +9.5% | +1.4% |
| 30D | +2.1% | -29.6% | +31.7% | +4.2% |
| 3M | -10.3% | -43.9% | +33.6% | -7.5% |
| 6M | +3.3% | -38.7% | +42.0% | +3.1% |
| YTD | -2.0% | +195.0% | -197.0% | -17.3% |
| 1Y | -2.3% | +142.3% | -144.5% | -16.2% |
| 3Y | +49.9% | +143.1% | -93.3% | +19.1% |
| 5Y | -12.5% | +162.7% | -175.1% | -36.2% |
| 10Y | +74.3% | +1,940.1% | -1,865.8% | -0.1% |
| All | +74.3% | +1,846.7% | -1,772.5% | -0.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling