+208.4%
GLD vs AEHR
+1,846.7%
-1,638.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.7% |
| 7D | +2.8% | -8.5% | +11.3% | +2.9% |
| 30D | -4.0% | -29.6% | +25.7% | -3.6% |
| 3M | -8.2% | -43.9% | +35.7% | -7.7% |
| 6M | -14.8% | -38.7% | +23.9% | -14.8% |
| YTD | -6.8% | +195.0% | -201.8% | -8.6% |
| 1Y | -2.4% | +142.3% | -144.6% | -4.1% |
| 3Y | +105.8% | +143.1% | -37.4% | +101.1% |
| 5Y | +113.3% | +162.7% | -49.3% | +108.1% |
| 10Y | +208.4% | +1,940.1% | -1,731.6% | +198.5% |
| All | +208.4% | +1,846.7% | -1,638.3% | +198.5% |
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