+147.5%
GE vs AEHR
+3,845.4%
-3,697.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.2% |
| 7D | -4.0% | +9.8% | -13.8% | -4.6% |
| 30D | -11.4% | -26.7% | +15.3% | -9.8% |
| 3M | -2.6% | -8.1% | +5.5% | -3.7% |
| 6M | -0.3% | +123.1% | -123.4% | -8.6% |
| YTD | +5.4% | +369.0% | -363.6% | -8.9% |
| 1Y | +15.5% | +256.4% | -240.8% | +1.0% |
| 3Y | +260.8% | +96.4% | +164.4% | +210.7% |
| 5Y | +421.6% | +836.6% | -414.9% | +282.6% |
| All | +147.5% | +3,845.4% | -3,697.9% | +48.2% |
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