+4.0%
PEP vs AEHR
+184.0%
-180.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.4% | -10.2% | +0.3% |
| 7D | +1.1% | +8.1% | -7.1% | +1.1% |
| 30D | +13.6% | -15.9% | +29.5% | +13.7% |
| 3M | +5.1% | -43.9% | +49.0% | +5.3% |
| 6M | -1.6% | -37.1% | +35.5% | -1.6% |
| YTD | +3.3% | +225.8% | -222.5% | +0.9% |
| 1Y | +3.2% | +184.0% | -180.8% | +0.9% |
| 3Y | -3.9% | +168.5% | -172.4% | -7.5% |
| 5Y | +4.0% | +186.2% | -182.2% | -1.9% |
| All | +4.0% | +184.0% | -180.0% | -1.9% |
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