+119.7%
OKTA vs AEHR
+147.2%
-27.5%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.6% | +7.3% | +0.8% |
| 7D | -14.2% | -5.7% | -8.5% | -14.3% |
| 30D | -12.5% | -41.7% | +29.2% | -13.6% |
| 3M | +29.2% | -44.6% | +73.9% | +27.8% |
| 6M | +147.3% | -28.9% | +176.3% | +144.4% |
| YTD | +120.9% | +201.3% | -80.4% | +96.6% |
| 1Y | +119.7% | +145.3% | -25.6% | +101.5% |
| All | +119.7% | +147.2% | -27.5% | +101.5% |
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