+378.1%
PSX vs AEHR
+3,845.4%
-3,467.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.3% |
| 7D | +1.7% | +9.8% | -8.1% | +1.3% |
| 30D | +15.6% | -26.7% | +42.4% | +17.0% |
| 3M | +46.5% | -8.1% | +54.6% | +45.2% |
| 6M | +55.0% | +123.1% | -68.1% | +44.5% |
| YTD | +105.3% | +369.0% | -263.7% | +81.8% |
| 1Y | +101.6% | +256.4% | -154.8% | +80.2% |
| 3Y | +134.1% | +96.4% | +37.8% | +105.9% |
| 5Y | +368.7% | +836.6% | -467.9% | +259.4% |
| All | +378.1% | +3,845.4% | -3,467.3% | +205.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling