-12.5%
PEP vs AEHR
+82.4%
-94.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.3% | -4.7% | +0.6% |
| 7D | +0.1% | +18.5% | -18.4% | +0.2% |
| 30D | +0.7% | -11.9% | +12.6% | +0.6% |
| 3M | -0.5% | -5.0% | +4.5% | -0.4% |
| 6M | -11.3% | +155.0% | -166.3% | -12.3% |
| YTD | -0.6% | +349.7% | -350.3% | -2.4% |
| 1Y | +1.7% | +260.4% | -258.8% | -0.2% |
| 3Y | -12.5% | +83.6% | -96.1% | -15.6% |
| All | -12.5% | +82.4% | -94.9% | -15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling