+137.0%
OKE vs AEHR
+817.5%
-680.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.9% |
| 7D | +1.2% | +9.8% | -8.5% | +0.9% |
| 30D | +4.5% | -26.7% | +31.2% | +5.5% |
| 3M | +9.6% | -8.1% | +17.7% | +9.0% |
| 6M | +15.4% | +123.1% | -107.7% | +8.6% |
| YTD | +36.5% | +369.0% | -332.5% | +21.9% |
| 1Y | +39.0% | +256.4% | -217.4% | +25.3% |
| 3Y | +74.3% | +96.4% | -22.1% | +56.5% |
| All | +137.0% | +817.5% | -680.5% | +77.7% |
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