-70.8%
OPEN vs AEHR
+4,149.3%
-4,220.1%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +13.1% | -12.5% | -2.6% |
| 7D | -4.3% | +6.7% | -11.0% | -6.0% |
| 30D | -16.2% | -12.7% | -3.5% | -14.9% |
| 3M | -36.4% | -26.0% | -10.4% | -35.4% |
| 6M | -35.5% | +102.2% | -137.7% | -52.4% |
| YTD | -46.0% | +327.2% | -373.2% | -68.1% |
| 1Y | -47.1% | +228.1% | -275.3% | -67.5% |
| 3Y | -19.0% | +67.0% | -86.1% | -49.7% |
| 5Y | -83.6% | +928.1% | -1,011.7% | -93.5% |
| All | -70.8% | +4,149.3% | -4,220.1% | -91.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling