+2,327.9%
NDAQ vs AEHR
+1,479.9%
+848.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +13.1% | -15.0% | -2.5% |
| 7D | -2.4% | +6.7% | -9.2% | -2.8% |
| 30D | +2.5% | -12.7% | +15.1% | +2.8% |
| 3M | +9.9% | -26.0% | +35.9% | +9.9% |
| 6M | +9.4% | +102.2% | -92.8% | +2.8% |
| YTD | +0.4% | +327.2% | -326.8% | -9.9% |
| 1Y | +4.0% | +228.1% | -224.1% | -6.0% |
| 3Y | +94.4% | +67.0% | +27.3% | +74.4% |
| 5Y | +56.7% | +928.1% | -871.4% | +22.3% |
| 10Y | +375.3% | +3,269.5% | -2,894.2% | +219.4% |
| All | +2,327.9% | +1,479.9% | +848.0% | +1,313.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling