+25.3%
F vs AEHR
+248.4%
-223.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +5.3% | -9.5% | -4.6% |
| 7D | +1.2% | +18.5% | -17.4% | 0.0% |
| 30D | +1.2% | -11.9% | +13.1% | +1.5% |
| 3M | -5.7% | -5.0% | -0.6% | -7.0% |
| 6M | +17.9% | +155.0% | -137.0% | +6.4% |
| YTD | +10.4% | +349.7% | -339.3% | -5.1% |
| 1Y | +25.3% | +260.4% | -235.1% | +11.5% |
| All | +25.3% | +248.4% | -223.0% | +11.5% |
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