+368.8%
ORCL vs AEHR
+3,898.3%
-3,529.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.8% | -0.9% |
| 7D | +10.9% | +19.1% | -8.2% | +9.5% |
| 30D | +7.0% | -10.0% | +17.0% | +7.3% |
| 3M | -21.2% | +1.3% | -22.5% | -22.3% |
| 6M | +7.4% | +133.8% | -126.4% | -0.4% |
| YTD | -16.3% | +373.3% | -389.6% | -26.1% |
| 1Y | -32.3% | +256.2% | -288.5% | -39.6% |
| 3Y | +32.6% | +93.2% | -60.7% | +16.0% |
| 5Y | +93.1% | +793.1% | -700.0% | +53.1% |
| 10Y | +368.8% | +3,753.2% | -3,384.4% | +236.8% |
| All | +368.8% | +3,898.3% | -3,529.5% | +236.8% |
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 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