+233.6%
GDX vs AEHR
+976.1%
-742.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +5.3% | -4.2% | +0.7% |
| 7D | +1.9% | +19.1% | -17.2% | +0.4% |
| 30D | +9.9% | -10.0% | +19.9% | +10.2% |
| 3M | +28.2% | +1.3% | +26.9% | +25.7% |
| 6M | -2.9% | +133.8% | -136.7% | -11.2% |
| YTD | +16.0% | +373.3% | -357.3% | +1.0% |
| 1Y | +49.9% | +256.2% | -206.3% | +32.0% |
| 3Y | +263.6% | +93.2% | +170.3% | +216.1% |
| 5Y | +233.6% | +793.1% | -559.5% | +164.4% |
| All | +233.6% | +976.1% | -742.6% | +164.4% |
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