+91.4%
ORCL vs AEHR
+861.6%
-770.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +13.1% | -10.0% | +1.8% |
| 7D | +5.3% | +6.7% | -1.5% | +4.5% |
| 30D | +10.0% | -12.7% | +22.6% | +10.7% |
| 3M | -32.6% | -26.0% | -6.6% | -32.1% |
| 6M | +4.9% | +102.2% | -97.3% | -4.8% |
| YTD | -17.8% | +327.2% | -345.0% | -30.7% |
| 1Y | -28.0% | +228.1% | -256.1% | -38.4% |
| 3Y | +36.0% | +67.0% | -31.0% | +13.6% |
| All | +91.4% | +861.6% | -770.2% | +35.1% |
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