-13.6%
OTIS vs AEHR
+86.3%
-99.9%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.2% | -2.0% |
| 7D | -5.0% | +23.0% | -28.0% | -5.4% |
| 30D | -6.5% | -19.9% | +13.5% | -6.2% |
| 3M | -2.0% | +0.5% | -2.5% | -2.4% |
| 6M | -20.2% | +123.6% | -143.8% | -22.6% |
| YTD | -21.0% | +364.6% | -385.6% | -25.3% |
| 1Y | -20.9% | +255.3% | -276.2% | -24.8% |
| All | -13.6% | +86.3% | -99.9% | -17.0% |
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