-37.4%
GIS vs AEHR
+86.3%
-123.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -3.1% |
| 7D | -8.4% | +23.0% | -31.4% | -7.9% |
| 30D | -5.2% | -19.9% | +14.7% | -5.5% |
| 3M | +8.2% | +0.5% | +7.6% | +8.8% |
| 6M | -12.0% | +123.6% | -135.6% | -10.9% |
| YTD | -18.9% | +364.6% | -383.5% | -17.2% |
| 1Y | -23.6% | +255.3% | -279.0% | -22.2% |
| All | -37.4% | +86.3% | -123.7% | -39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling