+100.5%
GD vs AEHR
+126.8%
-26.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.7% | +6.8% | +0.3% |
| 7D | +2.7% | +6.4% | -3.7% | +2.5% |
| 30D | +8.6% | -20.3% | +28.9% | +8.9% |
| 3M | -7.1% | -53.8% | +46.7% | -5.6% |
| 6M | +7.5% | -44.8% | +52.3% | +7.6% |
| YTD | +9.9% | +182.2% | -172.3% | +2.0% |
| 1Y | +7.6% | +174.7% | -167.2% | -0.1% |
| 3Y | +56.2% | +143.5% | -87.3% | +40.6% |
| All | +100.5% | +126.8% | -26.3% | +67.9% |
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