-8.2%
IR vs AEHR
+248.6%
-256.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +5.3% | -7.3% | -2.5% |
| 7D | -1.9% | +19.1% | -21.0% | -3.3% |
| 30D | -15.0% | -10.0% | -5.0% | -14.8% |
| 3M | -0.4% | +1.3% | -1.7% | -2.8% |
| 6M | -15.0% | +133.8% | -148.8% | -25.8% |
| YTD | -7.1% | +373.3% | -380.4% | -25.2% |
| All | -8.2% | +248.6% | -256.8% | -25.1% |
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