+9.1%
IR vs AEHR
+147.2%
-138.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.6% | +6.1% | 0.0% |
| 7D | +11.6% | -5.7% | +17.3% | +11.7% |
| 30D | +7.2% | -41.7% | +48.9% | +10.9% |
| 3M | -5.9% | -44.6% | +38.8% | -3.0% |
| 6M | +11.5% | -28.9% | +40.4% | +9.3% |
| YTD | +6.3% | +201.3% | -195.0% | -13.7% |
| 1Y | +9.1% | +145.3% | -136.2% | -8.0% |
| All | +9.1% | +147.2% | -138.1% | -8.0% |
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 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