+93.8%
GD vs AEHR
+107.1%
-13.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.0% | -9.6% | -0.9% |
| 7D | -5.0% | -2.4% | -2.6% | -5.0% |
| 30D | +8.9% | -40.1% | +49.0% | +10.1% |
| 3M | -8.0% | -46.3% | +38.2% | -7.1% |
| 6M | +2.9% | -44.6% | +47.5% | +3.0% |
| YTD | +7.1% | +165.3% | -158.3% | -0.5% |
| 1Y | +5.9% | +126.1% | -120.2% | -1.0% |
| 3Y | +53.9% | +132.2% | -78.3% | +38.6% |
| All | +93.8% | +107.1% | -13.2% | +61.9% |
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