+529.9%
GE vs AEHR
+286.3%
+243.6%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.7% | +6.9% | +0.7% |
| 7D | +2.7% | +6.4% | -3.7% | +2.2% |
| 30D | +8.1% | -20.3% | +28.4% | +8.9% |
| 3M | -7.9% | -53.8% | +45.9% | -4.7% |
| 6M | +12.9% | -44.8% | +57.7% | +13.9% |
| YTD | +8.2% | +182.2% | -174.0% | -1.9% |
| 1Y | +9.7% | +174.7% | -165.1% | -0.5% |
| 3Y | +266.1% | +143.5% | +122.6% | +219.1% |
| 5Y | +407.4% | +129.9% | +277.5% | +324.6% |
| 10Y | +150.3% | +1,786.8% | -1,636.4% | +71.7% |
| All | +529.9% | +286.3% | +243.6% | +237.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling