+4.3%
O vs AEHR
+257.1%
-252.7%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.1% | -0.1% |
| 7D | -2.9% | +9.8% | -12.6% | -2.8% |
| 30D | -4.5% | -26.7% | +22.2% | -4.7% |
| 3M | -2.6% | -8.1% | +5.5% | -2.2% |
| 6M | -5.6% | +123.1% | -128.7% | -6.8% |
| YTD | +9.3% | +369.0% | -359.7% | +6.3% |
| 1Y | +4.3% | +256.4% | -252.1% | +1.8% |
| All | +4.3% | +257.1% | -252.7% | +1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling