+50.7%
O vs AEHR
+3,845.4%
-3,794.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.1% |
| 7D | -2.9% | +9.8% | -12.6% | -3.1% |
| 30D | -4.5% | -26.7% | +22.2% | -3.8% |
| 3M | -2.6% | -8.1% | +5.5% | -3.2% |
| 6M | -5.6% | +123.1% | -128.7% | -9.8% |
| YTD | +9.3% | +369.0% | -359.7% | +1.0% |
| 1Y | +4.3% | +256.4% | -252.1% | -3.0% |
| 3Y | +27.4% | +96.4% | -68.9% | +17.8% |
| 5Y | +17.1% | +836.6% | -819.5% | -3.1% |
| All | +50.7% | +3,845.4% | -3,794.7% | +3.2% |
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 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