+807.1%
PEP vs AEHR
+346.0%
+461.1%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +10.4% | -10.2% | +0.1% |
| 7D | +1.1% | +8.1% | -7.1% | +0.9% |
| 30D | +13.6% | -15.9% | +29.5% | +13.7% |
| 3M | +5.1% | -43.9% | +49.0% | +5.6% |
| 6M | -1.6% | -37.1% | +35.5% | -1.7% |
| YTD | +3.3% | +225.8% | -222.5% | 0.0% |
| 1Y | +3.2% | +184.0% | -180.8% | +0.1% |
| 3Y | -3.9% | +168.5% | -172.4% | -8.1% |
| 5Y | +4.0% | +186.2% | -182.2% | -2.1% |
| 10Y | +90.1% | +2,078.1% | -1,988.0% | +66.9% |
| All | +807.1% | +346.0% | +461.1% | +635.2% |
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