-89.0%
OPEN vs AEHR
+2,706.9%
-2,795.9%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -6.7% | +3.0% | -2.0% |
| 7D | -15.0% | +6.4% | -21.4% | -16.3% |
| 30D | -40.2% | -20.3% | -19.9% | -38.9% |
| 3M | -67.4% | -53.8% | -13.6% | -62.6% |
| 6M | -74.0% | -44.8% | -29.2% | -73.2% |
| YTD | -79.6% | +182.2% | -261.8% | -87.2% |
| 1Y | -86.1% | +174.7% | -260.8% | -91.2% |
| 3Y | -41.4% | +143.5% | -184.9% | -68.1% |
| 5Y | -94.9% | +129.9% | -224.7% | -97.6% |
| All | -89.0% | +2,706.9% | -2,795.9% | -96.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling