+135.3%
PSX vs AEHR
+89.8%
+45.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +5.3% | -4.6% | +0.5% |
| 7D | +1.8% | +19.1% | -17.3% | +1.2% |
| 30D | +21.6% | -10.0% | +31.7% | +21.8% |
| 3M | +46.5% | +1.3% | +45.1% | +45.0% |
| 6M | +62.0% | +133.8% | -71.8% | +51.5% |
| YTD | +106.3% | +373.3% | -267.0% | +82.3% |
| 1Y | +103.0% | +256.2% | -153.2% | +81.3% |
| All | +135.3% | +89.8% | +45.5% | +96.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling