+69.1%
OTIS vs AEHR
+8,430.6%
-8,361.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | +1.8% |
| 7D | -3.0% | +9.8% | -12.7% | -3.2% |
| 30D | -6.0% | -26.7% | +20.7% | -5.4% |
| 3M | -0.9% | -8.1% | +7.2% | -1.3% |
| 6M | -17.3% | +123.1% | -140.4% | -20.5% |
| YTD | -19.6% | +369.0% | -388.6% | -24.9% |
| 1Y | -21.0% | +256.4% | -277.4% | -25.8% |
| 3Y | -12.1% | +96.4% | -108.5% | -18.2% |
| 5Y | -17.1% | +836.6% | -853.7% | -26.9% |
| All | +69.1% | +8,430.6% | -8,361.6% | +50.8% |
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