+66.2%
NDAQ vs AEHR
+126.8%
-60.6%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.7% | +6.5% | +0.1% |
| 7D | +1.3% | +6.4% | -5.1% | +1.0% |
| 30D | +18.0% | -20.3% | +38.3% | +18.5% |
| 3M | +11.5% | -53.8% | +65.3% | +14.2% |
| 6M | +21.1% | -44.8% | +65.9% | +21.2% |
| YTD | +12.8% | +182.2% | -169.4% | +0.1% |
| 1Y | +25.7% | +174.7% | -149.0% | +11.6% |
| 3Y | +116.8% | +143.5% | -26.7% | +81.7% |
| All | +66.2% | +126.8% | -60.6% | +27.2% |
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