-2.5%
IBM vs AEHR
+255.0%
-257.5%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +13.1% | -13.0% | +0.3% |
| 7D | -0.3% | +6.7% | -7.0% | -0.2% |
| 30D | +0.3% | -12.7% | +13.0% | 0.0% |
| 3M | -21.6% | -26.0% | +4.4% | -20.9% |
| 6M | -4.7% | +102.2% | -106.9% | -5.6% |
| YTD | -19.1% | +327.2% | -346.3% | -20.7% |
| 1Y | -2.5% | +228.1% | -230.6% | -4.8% |
| All | -2.5% | +255.0% | -257.5% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling