+882.5%
IBM vs AEHR
+484.8%
+397.7%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +13.1% | -13.0% | -0.4% |
| 7D | -0.3% | +6.7% | -7.0% | -0.6% |
| 30D | +0.3% | -12.7% | +13.0% | +0.5% |
| 3M | -21.6% | -26.0% | +4.4% | -21.6% |
| 6M | -4.7% | +102.2% | -106.9% | -9.0% |
| YTD | -19.1% | +327.2% | -346.3% | -25.3% |
| 1Y | -2.5% | +228.1% | -230.6% | -9.5% |
| 3Y | +74.2% | +67.0% | +7.1% | +60.7% |
| 5Y | +113.1% | +928.1% | -815.0% | +76.3% |
| 10Y | +133.5% | +3,269.5% | -3,136.0% | +71.7% |
| All | +882.5% | +484.8% | +397.7% | +504.2% |
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