+365.6%
NDAQ vs AEHR
+3,808.7%
-3,443.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -2.3% |
| 7D | -6.8% | +23.0% | -29.8% | -7.5% |
| 30D | -3.2% | -19.9% | +16.8% | -2.6% |
| 3M | +6.5% | +0.5% | +6.0% | +5.3% |
| 6M | +5.7% | +123.6% | -117.8% | 0.0% |
| YTD | -4.6% | +364.6% | -369.3% | -13.3% |
| 1Y | -1.6% | +255.3% | -256.9% | -9.9% |
| 3Y | +86.4% | +89.7% | -3.3% | +68.7% |
| 5Y | +50.3% | +827.9% | -777.6% | +22.7% |
| All | +365.6% | +3,808.7% | -3,443.1% | +251.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling