+642.6%
GS vs AEHR
+3,460.4%
-2,817.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.3% | -5.5% | -0.6% |
| 7D | +3.4% | +18.5% | -15.2% | +1.9% |
| 30D | +0.2% | -11.9% | +12.1% | +0.7% |
| 3M | -0.3% | -5.0% | +4.7% | -1.7% |
| 6M | +27.4% | +155.0% | -127.6% | +15.1% |
| YTD | +19.6% | +349.7% | -330.0% | +3.0% |
| 1Y | +42.5% | +260.4% | -218.0% | +23.6% |
| 3Y | +240.4% | +83.6% | +156.8% | +191.2% |
| 5Y | +188.9% | +917.8% | -728.9% | +112.6% |
| 10Y | +642.6% | +3,517.1% | -2,874.6% | +374.9% |
| All | +642.6% | +3,460.4% | -2,817.8% | +374.9% |
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