+254.6%
GLW vs AEHR
+184.0%
+70.5%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +10.4% | -3.0% | +5.5% |
| 7D | +1.4% | +8.1% | -6.7% | +0.1% |
| 30D | -18.2% | -15.9% | -2.3% | -16.4% |
| 3M | -24.2% | -43.9% | +19.7% | -17.3% |
| 6M | -41.7% | -37.1% | -4.6% | -38.6% |
| YTD | +38.3% | +225.8% | -187.5% | +18.5% |
| 1Y | +38.2% | +184.0% | -145.8% | +19.9% |
| 3Y | +363.4% | +168.5% | +194.9% | +271.9% |
| 5Y | +254.6% | +186.2% | +68.3% | +143.8% |
| All | +254.6% | +184.0% | +70.5% | +143.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling