-93.9%
OPEN vs AEHR
+184.0%
-278.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +10.4% | -6.2% | +1.1% |
| 7D | -31.1% | +8.1% | -39.2% | -33.5% |
| 30D | -34.7% | -15.9% | -18.8% | -34.0% |
| 3M | -61.9% | -43.9% | -18.0% | -57.6% |
| 6M | -71.9% | -37.1% | -34.8% | -72.3% |
| YTD | -76.6% | +225.8% | -302.4% | -88.4% |
| 1Y | -83.9% | +184.0% | -267.9% | -91.6% |
| 3Y | -34.4% | +168.5% | -202.9% | -73.5% |
| 5Y | -93.9% | +186.2% | -280.2% | -98.5% |
| All | -93.9% | +184.0% | -278.0% | -98.5% |
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 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