+209.9%
ON vs AEHR
+1,266.5%
-1,056.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +13.1% | -12.1% | -0.7% |
| 7D | +2.4% | +6.7% | -4.3% | +1.4% |
| 30D | -3.3% | -12.7% | +9.4% | -2.1% |
| 3M | -43.6% | -26.0% | -17.6% | -42.4% |
| 6M | +19.0% | +102.2% | -83.3% | +5.6% |
| YTD | +37.4% | +327.2% | -289.9% | +9.7% |
| 1Y | +54.8% | +228.1% | -173.3% | +26.3% |
| 3Y | -25.2% | +67.0% | -92.2% | -38.6% |
| 5Y | +62.7% | +928.1% | -865.4% | +6.0% |
| 10Y | +574.3% | +3,269.5% | -2,695.2% | +249.2% |
| All | +209.9% | +1,266.5% | -1,056.6% | +2.3% |
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