+243.0%
GS vs AEHR
+68.0%
+174.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +13.1% | -13.0% | -1.3% |
| 7D | +0.9% | +6.7% | -5.8% | +0.1% |
| 30D | -1.6% | -12.7% | +11.1% | -0.8% |
| 3M | -4.5% | -26.0% | +21.5% | -3.9% |
| 6M | +20.9% | +102.2% | -81.3% | +6.8% |
| YTD | +19.9% | +327.2% | -307.4% | -3.0% |
| 1Y | +41.4% | +228.1% | -186.7% | +16.2% |
| All | +243.0% | +68.0% | +174.9% | +177.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling