-74.1%
OPEN vs AEHR
+4,521.2%
-4,595.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.8% | -4.8% | -6.2% |
| 7D | -10.5% | +23.0% | -33.5% | -15.3% |
| 30D | -21.8% | -19.9% | -1.8% | -18.8% |
| 3M | -37.5% | +0.5% | -38.0% | -41.3% |
| 6M | -44.1% | +123.6% | -167.7% | -59.6% |
| YTD | -52.0% | +364.6% | -416.6% | -72.3% |
| 1Y | -52.2% | +255.3% | -307.6% | -71.2% |
| 3Y | -25.9% | +89.7% | -115.6% | -55.4% |
| 5Y | -85.1% | +827.9% | -913.0% | -94.1% |
| All | -74.1% | +4,521.2% | -4,595.3% | -92.5% |
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