+20.0%
ON vs AEHR
+126.8%
-106.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.7% | +3.0% | -1.7% |
| 7D | +12.2% | +6.4% | +5.9% | +10.2% |
| 30D | -3.1% | -20.3% | +17.2% | +1.4% |
| 3M | -12.9% | -53.8% | +40.9% | +4.4% |
| 6M | -38.6% | -44.8% | +6.2% | -33.4% |
| YTD | +31.2% | +182.2% | -151.0% | -16.0% |
| 1Y | +47.6% | +174.7% | -127.1% | -5.1% |
| 3Y | +6.6% | +143.5% | -136.9% | -43.6% |
| All | +20.0% | +126.8% | -106.8% | -52.2% |
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 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