+116.4%
PCAR vs AEHR
+154.4%
-38.0%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +11.6% | -8.0% | +2.8% |
| 7D | +2.9% | +16.2% | -13.3% | +1.3% |
| 30D | -2.1% | -29.3% | +27.2% | -0.4% |
| 3M | -20.4% | -42.0% | +21.6% | -18.3% |
| 6M | -7.0% | -38.5% | +31.5% | -7.0% |
| YTD | -2.6% | +196.2% | -198.9% | -16.3% |
| 1Y | +9.8% | +144.3% | -134.5% | -4.3% |
| 3Y | +37.3% | +158.0% | -120.8% | +10.7% |
| 5Y | +116.4% | +144.4% | -28.0% | +57.6% |
| All | +116.4% | +154.4% | -38.0% | +57.6% |
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