+816.6%
GLD vs AEHR
+3,464.5%
-2,647.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +13.1% | -13.9% | -1.0% |
| 7D | -0.5% | +6.7% | -7.3% | -0.6% |
| 30D | +4.4% | -12.7% | +17.1% | +4.5% |
| 3M | -1.1% | -26.0% | +24.9% | -1.1% |
| 6M | -13.8% | +102.2% | -116.0% | -14.5% |
| YTD | +2.6% | +327.2% | -324.6% | +1.2% |
| 1Y | +24.5% | +228.1% | -203.6% | +22.9% |
| 3Y | +125.8% | +67.0% | +58.8% | +122.6% |
| 5Y | +137.8% | +928.1% | -790.3% | +132.8% |
| 10Y | +221.4% | +3,269.5% | -3,048.2% | +212.2% |
| All | +816.6% | +3,464.5% | -2,647.9% | +788.2% |
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