+2,307.6%
ORCL vs AEHR
+303.9%
+2,003.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.5% |
| 7D | -6.5% | -8.5% | +2.0% | -6.1% |
| 30D | -16.6% | -29.6% | +13.1% | -15.0% |
| 3M | -21.6% | -43.9% | +22.3% | -19.5% |
| 6M | -39.4% | -38.7% | -0.6% | -38.7% |
| YTD | -38.7% | +195.0% | -233.7% | -43.9% |
| 1Y | -50.4% | +142.3% | -192.6% | -54.1% |
| 3Y | +8.1% | +143.1% | -135.0% | -4.2% |
| 5Y | +34.5% | +162.7% | -128.1% | +14.1% |
| 10Y | +246.0% | +1,940.1% | -1,694.1% | +143.7% |
| All | +2,307.6% | +303.9% | +2,003.8% | +1,291.2% |
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