+216.8%
GLDM vs AEHR
+2,382.1%
-2,165.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.6% |
| 7D | +2.9% | -8.5% | +11.4% | +3.0% |
| 30D | -3.9% | -29.6% | +25.7% | -3.5% |
| 3M | -8.1% | -43.9% | +35.8% | -7.5% |
| 6M | -14.7% | -38.7% | +24.0% | -14.6% |
| YTD | -6.6% | +195.0% | -201.6% | -8.5% |
| 1Y | -2.1% | +142.3% | -144.3% | -3.9% |
| 3Y | +107.7% | +143.1% | -35.5% | +102.6% |
| 5Y | +116.5% | +162.7% | -46.2% | +110.7% |
| All | +216.8% | +2,382.1% | -2,165.3% | +206.5% |
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