+97.2%
GD vs AEHR
+861.6%
-764.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +13.1% | -14.9% | -2.1% |
| 7D | -5.3% | +6.7% | -12.0% | -5.4% |
| 30D | -6.4% | -12.7% | +6.2% | -6.3% |
| 3M | +5.7% | -26.0% | +31.7% | +5.8% |
| 6M | -0.9% | +102.2% | -103.2% | -5.0% |
| YTD | +8.2% | +327.2% | -319.1% | +0.5% |
| 1Y | +13.4% | +228.1% | -214.7% | +5.9% |
| 3Y | +68.5% | +67.0% | +1.5% | +56.4% |
| All | +97.2% | +861.6% | -764.4% | +66.8% |
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