-16.5%
OTIS vs AEHR
+817.5%
-834.1%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.9% | +0.8% | +1.7% |
| 7D | -3.0% | +9.8% | -12.7% | -3.3% |
| 30D | -6.0% | -26.7% | +20.7% | -5.1% |
| 3M | -0.9% | -8.1% | +7.2% | -1.5% |
| 6M | -17.3% | +123.1% | -140.4% | -22.1% |
| YTD | -19.6% | +369.0% | -388.6% | -27.6% |
| 1Y | -21.0% | +256.4% | -277.4% | -28.3% |
| 3Y | -12.1% | +96.4% | -108.5% | -20.3% |
| All | -16.5% | +817.5% | -834.1% | -35.9% |
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