-16.0%
PCG vs AEHR
+147.2%
-163.2%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.6% | +7.4% | +0.9% |
| 7D | +1.9% | -5.7% | +7.6% | +1.9% |
| 30D | +8.5% | -41.7% | +50.2% | +9.5% |
| 3M | -22.9% | -44.6% | +21.7% | -22.4% |
| 6M | -16.8% | -28.9% | +12.2% | -17.2% |
| YTD | -15.8% | +201.3% | -217.1% | -18.3% |
| 1Y | -16.0% | +145.3% | -161.3% | -18.7% |
| All | -16.0% | +147.2% | -163.2% | -18.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling