+367.9%
PCAR vs AEHR
+3,898.3%
-3,530.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.8% | -0.8% |
| 7D | -0.2% | +19.1% | -19.3% | -1.3% |
| 30D | -6.9% | -10.0% | +3.1% | -6.6% |
| 3M | +2.1% | +1.3% | +0.8% | +0.5% |
| 6M | +1.6% | +133.8% | -132.2% | -6.1% |
| YTD | +12.2% | +373.3% | -361.1% | -1.3% |
| 1Y | +28.0% | +256.2% | -228.1% | +13.8% |
| 3Y | +61.0% | +93.2% | -32.3% | +40.5% |
| 5Y | +163.9% | +793.1% | -629.2% | +105.9% |
| 10Y | +367.9% | +3,753.2% | -3,385.3% | +223.1% |
| All | +367.9% | +3,898.3% | -3,530.4% | +223.1% |
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