+767.3%
PEP vs AEHR
+484.8%
+282.5%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +13.1% | -13.8% | -0.8% |
| 7D | -1.4% | +6.7% | -8.1% | -1.5% |
| 30D | +0.2% | -12.7% | +12.9% | +0.3% |
| 3M | -1.1% | -26.0% | +24.9% | -1.1% |
| 6M | -13.5% | +102.2% | -115.7% | -15.2% |
| YTD | -1.2% | +327.2% | -328.4% | -4.5% |
| 1Y | -1.6% | +228.1% | -229.7% | -4.7% |
| 3Y | -12.5% | +67.0% | -79.6% | -15.5% |
| 5Y | +3.0% | +928.1% | -925.1% | -5.2% |
| 10Y | +73.9% | +3,269.5% | -3,195.6% | +51.9% |
| All | +767.3% | +484.8% | +282.5% | +601.8% |
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