+52.5%
NDAQ vs AEHR
+976.1%
-923.7%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.3% | -6.1% | -1.1% |
| 7D | -1.6% | +19.1% | -20.7% | -2.4% |
| 30D | -1.5% | -10.0% | +8.6% | -1.3% |
| 3M | +8.0% | +1.3% | +6.7% | +6.6% |
| 6M | +7.7% | +133.8% | -126.0% | -0.1% |
| YTD | -2.3% | +373.3% | -375.6% | -14.1% |
| 1Y | +0.6% | +256.2% | -255.6% | -10.7% |
| 3Y | +90.9% | +93.2% | -2.3% | +68.3% |
| 5Y | +52.5% | +793.1% | -740.6% | +8.6% |
| All | +52.5% | +976.1% | -923.7% | +8.6% |
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