-3.5%
IR vs AEHR
+255.0%
-258.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +13.1% | -11.8% | +0.2% |
| 7D | -2.8% | +6.7% | -9.6% | -3.4% |
| 30D | -15.1% | -12.7% | -2.5% | -14.8% |
| 3M | +6.1% | -26.0% | +32.1% | +6.5% |
| 6M | -16.8% | +102.2% | -119.0% | -26.3% |
| YTD | -3.5% | +327.2% | -330.8% | -21.2% |
| 1Y | -3.5% | +228.1% | -231.6% | -19.4% |
| All | -3.5% | +255.0% | -258.5% | -19.4% |
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