-84.2%
OPEN vs AEHR
+976.1%
-1,060.3%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +5.3% | -7.5% | -3.9% |
| 7D | -2.9% | +19.1% | -22.0% | -8.4% |
| 30D | -13.8% | -10.0% | -3.8% | -13.2% |
| 3M | -30.9% | +1.3% | -32.2% | -36.5% |
| 6M | -40.9% | +133.8% | -174.7% | -61.7% |
| YTD | -48.5% | +373.3% | -421.8% | -74.9% |
| 1Y | -50.9% | +256.2% | -307.1% | -74.7% |
| 3Y | -20.6% | +93.2% | -113.9% | -58.3% |
| 5Y | -84.2% | +793.1% | -877.2% | -95.8% |
| All | -84.2% | +976.1% | -1,060.3% | -95.8% |
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