+3.7%
PM vs AEHR
+95.9%
-92.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +13.1% | -15.1% | -1.5% |
| 7D | -4.9% | +6.7% | -11.6% | -4.6% |
| 30D | -3.4% | -12.7% | +9.3% | -3.8% |
| 3M | +5.2% | -26.0% | +31.2% | +5.9% |
| 6M | +3.7% | +102.2% | -98.5% | +0.3% |
| All | +3.7% | +95.9% | -92.2% | +0.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling