+634.8%
OKTA vs AEHR
+2,101.8%
-1,467.1%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.3% | -2.2% | +2.6% |
| 7D | +5.9% | +19.1% | -13.2% | +4.0% |
| 30D | +14.6% | -10.0% | +24.6% | +14.9% |
| 3M | +44.0% | +1.3% | +42.7% | +39.9% |
| 6M | +116.7% | +133.8% | -17.0% | +87.2% |
| YTD | +99.8% | +373.3% | -273.5% | +56.3% |
| 1Y | +84.1% | +256.2% | -172.1% | +47.0% |
| 3Y | +97.7% | +93.2% | +4.4% | +54.6% |
| 5Y | -35.2% | +793.1% | -828.3% | -60.7% |
| All | +634.8% | +2,101.8% | -1,467.1% | +282.6% |
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