+336.7%
RF vs AEHR
+3,460.4%
-3,123.7%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.3% | -6.4% | -1.6% |
| 7D | +2.7% | +18.5% | -15.9% | +1.2% |
| 30D | -3.4% | -11.9% | +8.6% | -2.9% |
| 3M | +6.4% | -5.0% | +11.4% | +4.5% |
| 6M | +13.4% | +155.0% | -141.5% | +0.8% |
| YTD | +14.2% | +349.7% | -335.4% | -4.3% |
| 1Y | +15.7% | +260.4% | -244.7% | -2.2% |
| 3Y | +91.3% | +83.6% | +7.7% | +59.6% |
| 5Y | +89.8% | +917.8% | -828.1% | +31.1% |
| 10Y | +336.7% | +3,517.1% | -3,180.4% | +145.1% |
| All | +336.7% | +3,460.4% | -3,123.7% | +145.1% |
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