-15.8%
F vs AEHR
+107.1%
-122.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +9.0% | -9.7% | -1.6% |
| 7D | +1.6% | -2.4% | +4.0% | +1.1% |
| 30D | +2.6% | -40.1% | +42.7% | +6.8% |
| 3M | -8.8% | -46.3% | +37.5% | -5.1% |
| 6M | +4.6% | -44.6% | +49.2% | +5.3% |
| YTD | -1.9% | +165.3% | -167.2% | -20.4% |
| 1Y | -0.8% | +126.1% | -126.9% | -18.1% |
| 3Y | +43.5% | +132.2% | -88.7% | +6.3% |
| All | -15.8% | +107.1% | -122.9% | -51.9% |
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