+1,158.7%
PSX vs AEHR
+4,728.8%
-3,570.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.7% | +7.4% | +1.0% |
| 7D | +7.8% | +6.4% | +1.4% | +7.5% |
| 30D | -10.9% | -20.3% | +9.4% | -10.5% |
| 3M | +14.5% | -53.8% | +68.3% | +17.2% |
| 6M | +56.1% | -44.8% | +100.9% | +56.7% |
| YTD | +109.6% | +182.2% | -72.6% | +91.9% |
| 1Y | +95.5% | +174.7% | -79.2% | +79.1% |
| 3Y | +156.2% | +143.5% | +12.7% | +126.6% |
| 5Y | +310.0% | +129.9% | +180.1% | +249.0% |
| 10Y | +368.0% | +1,786.8% | -1,418.7% | +238.2% |
| All | +1,158.7% | +4,728.8% | -3,570.1% | +775.9% |
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