+796.5%
PEP vs AEHR
+313.8%
+482.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -7.2% | +6.0% | -1.1% |
| 7D | -0.3% | +24.2% | -24.5% | -0.6% |
| 30D | +11.8% | -21.2% | +33.0% | +11.9% |
| 3M | +3.7% | -52.8% | +56.4% | +4.4% |
| 6M | -4.3% | -36.9% | +32.6% | -4.4% |
| YTD | +2.1% | +202.3% | -200.2% | -1.0% |
| 1Y | +2.5% | +162.9% | -160.4% | -0.5% |
| 3Y | -5.0% | +149.1% | -154.2% | -9.1% |
| 5Y | +2.9% | +146.2% | -143.4% | -3.0% |
| 10Y | +87.9% | +1,921.2% | -1,833.3% | +65.1% |
| All | +796.5% | +313.8% | +482.7% | +627.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling