-32.8%
OPEN vs AEHR
+172.8%
-205.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +10.4% | -6.2% | +1.9% |
| 7D | -31.1% | +8.1% | -39.2% | -32.8% |
| 30D | -34.7% | -15.9% | -18.8% | -33.9% |
| 3M | -61.9% | -43.9% | -18.0% | -58.4% |
| 6M | -71.9% | -37.1% | -34.8% | -71.9% |
| YTD | -76.6% | +225.8% | -302.4% | -86.3% |
| 1Y | -83.9% | +184.0% | -267.9% | -90.2% |
| All | -32.8% | +172.8% | -205.6% | -59.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling