+457.6%
GIS vs AEHR
+515.5%
-57.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +5.3% | -6.8% | -1.6% |
| 7D | -8.3% | +18.5% | -26.8% | -8.3% |
| 30D | +2.2% | -11.9% | +14.1% | +2.2% |
| 3M | +15.7% | -5.0% | +20.7% | +15.6% |
| 6M | -12.0% | +155.0% | -166.9% | -12.7% |
| YTD | -15.0% | +349.7% | -364.6% | -16.1% |
| 1Y | -20.1% | +260.4% | -280.5% | -21.1% |
| 3Y | -34.6% | +83.6% | -118.2% | -35.5% |
| 5Y | -22.8% | +917.8% | -940.7% | -25.7% |
| 10Y | -18.5% | +3,517.1% | -3,535.6% | -23.9% |
| All | +457.6% | +515.5% | -57.9% | +392.4% |
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 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