+1,112.1%
PSX vs AEHR
+7,210.2%
-6,098.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +13.1% | -12.9% | -0.4% |
| 7D | +4.5% | +6.7% | -2.2% | +4.2% |
| 30D | +26.6% | -12.7% | +39.3% | +27.0% |
| 3M | +39.3% | -26.0% | +65.3% | +39.4% |
| 6M | +56.8% | +102.2% | -45.4% | +48.1% |
| YTD | +101.8% | +327.2% | -225.4% | +82.7% |
| 1Y | +99.6% | +228.1% | -128.5% | +82.0% |
| 3Y | +140.3% | +67.0% | +73.3% | +116.9% |
| 5Y | +339.3% | +928.1% | -588.8% | +252.0% |
| 10Y | +369.9% | +3,269.5% | -2,899.7% | +234.0% |
| All | +1,112.1% | +7,210.2% | -6,098.1% | +734.3% |
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 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