+240.0%
GM vs AEHR
+9,281.0%
-9,041.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.8% | +4.6% | +2.9% |
| 7D | -1.1% | +23.0% | -24.1% | -2.3% |
| 30D | -3.4% | -19.9% | +16.5% | -2.6% |
| 3M | +8.7% | +0.5% | +8.2% | +6.9% |
| 6M | +15.4% | +123.6% | -108.1% | +6.9% |
| YTD | +6.6% | +364.6% | -358.0% | -6.4% |
| 1Y | +51.5% | +255.3% | -203.9% | +34.1% |
| 3Y | +169.3% | +89.7% | +79.6% | +135.6% |
| 5Y | +81.6% | +827.9% | -746.3% | +39.9% |
| 10Y | +240.7% | +3,682.7% | -3,442.0% | +131.6% |
| All | +240.0% | +9,281.0% | -9,041.0% | +107.0% |
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