+3,204.4%
ORCL vs AEHR
+515.5%
+2,688.8%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.3% | -2.9% | +2.0% |
| 7D | +15.0% | +18.5% | -3.5% | +13.8% |
| 30D | +10.5% | -11.9% | +22.5% | +11.0% |
| 3M | -23.0% | -5.0% | -18.0% | -23.6% |
| 6M | +7.0% | +155.0% | -148.0% | -0.5% |
| YTD | -15.8% | +349.7% | -365.5% | -24.6% |
| 1Y | -31.1% | +260.4% | -291.5% | -37.8% |
| 3Y | +33.3% | +83.6% | -50.3% | +19.4% |
| 5Y | +94.3% | +917.8% | -823.5% | +53.4% |
| 10Y | +363.4% | +3,517.1% | -3,153.7% | +216.1% |
| All | +3,204.4% | +515.5% | +2,688.8% | +1,769.3% |
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