+755.2%
GLD vs AEHR
+2,371.5%
-1,616.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +11.6% | -9.8% | +1.8% |
| 7D | +4.9% | +16.2% | -11.3% | +4.7% |
| 30D | -1.3% | -29.3% | +28.0% | -1.1% |
| 3M | -4.8% | -42.0% | +37.2% | -4.4% |
| 6M | -12.5% | -38.5% | +26.0% | -12.5% |
| YTD | -4.2% | +196.2% | -200.5% | -5.3% |
| 1Y | +3.0% | +144.3% | -141.3% | +1.9% |
| 3Y | +109.1% | +158.0% | -48.9% | +106.1% |
| 5Y | +121.6% | +144.4% | -22.9% | +118.0% |
| 10Y | +212.2% | +1,867.4% | -1,655.2% | +204.2% |
| All | +755.2% | +2,371.5% | -1,616.3% | +730.6% |
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