+177.4%
GD vs AEHR
+1,804.8%
-1,627.4%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +11.6% | -9.4% | +1.9% |
| 7D | -3.0% | +16.2% | -19.3% | -3.6% |
| 30D | +9.3% | -29.3% | +38.6% | +10.1% |
| 3M | -7.2% | -42.0% | +34.8% | -6.3% |
| 6M | +5.5% | -38.5% | +43.9% | +5.3% |
| YTD | +9.5% | +196.2% | -186.7% | +2.2% |
| 1Y | +6.4% | +144.3% | -137.9% | -0.1% |
| 3Y | +59.8% | +158.0% | -98.2% | +45.1% |
| 5Y | +98.0% | +144.4% | -46.4% | +73.5% |
| 10Y | +177.4% | +1,867.4% | -1,690.0% | +105.3% |
| All | +177.4% | +1,804.8% | -1,627.4% | +105.3% |
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 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