+1,704.0%
GS vs AEHR
+1,058.3%
+645.7%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.0% | -9.3% | -1.0% |
| 7D | -3.2% | -2.4% | -0.8% | -3.4% |
| 30D | -2.4% | -40.1% | +37.6% | +0.4% |
| 3M | -15.7% | -46.3% | +30.6% | -13.2% |
| 6M | -6.8% | -44.6% | +37.8% | -5.6% |
| YTD | -0.1% | +165.3% | -165.4% | -9.9% |
| 1Y | +12.1% | +126.1% | -114.0% | +1.9% |
| 3Y | +185.8% | +132.2% | +53.6% | +147.0% |
| 5Y | +140.1% | +108.3% | +31.8% | +98.8% |
| 10Y | +505.2% | +1,538.2% | -1,033.0% | +301.0% |
| All | +1,704.0% | +1,058.3% | +645.7% | +774.3% |
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