+33.3%
ORCL vs AEHR
+82.4%
-49.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.3% | -2.9% | +1.8% |
| 7D | +15.0% | +18.5% | -3.5% | +12.7% |
| 30D | +10.5% | -11.9% | +22.5% | +11.2% |
| 3M | -23.0% | -5.0% | -18.0% | -24.4% |
| 6M | +7.0% | +155.0% | -148.0% | -6.4% |
| YTD | -15.8% | +349.7% | -365.5% | -31.2% |
| 1Y | -31.1% | +260.4% | -291.5% | -42.9% |
| 3Y | +33.3% | +83.6% | -50.3% | +1.8% |
| All | +33.3% | +82.4% | -49.1% | +1.8% |
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 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