+295.0%
PCAR vs AEHR
+2,129.8%
-1,834.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +10.4% | -8.0% | +1.8% |
| 7D | +2.2% | +8.1% | -5.9% | +1.5% |
| 30D | +0.3% | -15.9% | +16.2% | +0.7% |
| 3M | -17.9% | -43.9% | +25.9% | -16.0% |
| 6M | -3.4% | -37.1% | +33.7% | -3.4% |
| YTD | -0.1% | +225.8% | -225.9% | -11.2% |
| 1Y | +13.4% | +184.0% | -170.6% | +1.5% |
| 3Y | +37.2% | +168.5% | -131.3% | +17.1% |
| 5Y | +117.3% | +186.2% | -68.9% | +76.7% |
| 10Y | +295.0% | +2,078.1% | -1,783.2% | +184.0% |
| All | +295.0% | +2,129.8% | -1,834.9% | +184.0% |
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 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