-21.1%
GIS vs AEHR
+3,845.4%
-3,866.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | -6.4% | +9.8% | -16.1% | -6.3% |
| 30D | -6.1% | -26.7% | +20.6% | -6.3% |
| 3M | +7.8% | -8.1% | +15.9% | +8.0% |
| 6M | -8.8% | +123.1% | -131.9% | -8.5% |
| YTD | -19.1% | +369.0% | -388.1% | -18.7% |
| 1Y | -24.8% | +256.4% | -281.1% | -24.4% |
| 3Y | -37.6% | +96.4% | -133.9% | -37.3% |
| 5Y | -25.4% | +836.6% | -862.0% | -25.6% |
| All | -21.1% | +3,845.4% | -3,866.5% | -23.0% |
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