-43.8%
ILMN vs AEHR
+126.8%
-170.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.7% | +5.4% | -0.3% |
| 7D | -2.9% | +6.4% | -9.2% | -3.9% |
| 30D | -23.8% | -20.3% | -3.5% | -22.0% |
| 3M | +7.5% | -53.8% | +61.2% | +16.5% |
| 6M | +42.8% | -44.8% | +87.6% | +45.2% |
| YTD | +57.8% | +182.2% | -124.4% | +18.4% |
| 1Y | +72.6% | +174.7% | -102.1% | +29.7% |
| 3Y | +129.3% | +143.5% | -14.2% | +54.9% |
| All | -43.8% | +126.8% | -170.7% | -69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling