+1,564.8%
QQQ vs AEHR
+1,598.8%
-34.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.3% | -5.5% | -0.6% |
| 7D | +1.0% | +19.1% | -18.1% | -0.1% |
| 30D | -0.6% | -10.0% | +9.4% | -0.4% |
| 3M | +1.3% | +1.3% | 0.0% | -0.1% |
| 6M | +18.1% | +133.8% | -115.6% | +9.9% |
| YTD | +16.9% | +373.3% | -356.4% | +3.6% |
| 1Y | +24.0% | +256.2% | -232.2% | +11.0% |
| 3Y | +95.6% | +93.2% | +2.4% | +73.2% |
| 5Y | +94.5% | +793.1% | -698.6% | +53.5% |
| 10Y | +571.7% | +3,753.2% | -3,181.5% | +360.3% |
| All | +1,564.8% | +1,598.8% | -34.1% | +817.0% |
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