+119.5%
RF vs AEHR
+136.3%
-16.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.7% | +7.9% | +1.7% |
| 7D | +1.9% | +6.4% | -4.4% | +1.4% |
| 30D | +7.3% | -20.3% | +27.6% | +8.3% |
| 3M | -7.9% | -53.8% | +45.9% | -3.7% |
| 6M | +10.5% | -44.8% | +55.3% | +11.3% |
| YTD | +9.6% | +182.2% | -172.6% | -8.8% |
| 1Y | +20.3% | +174.7% | -154.4% | +0.2% |
| 3Y | +119.5% | +143.5% | -24.0% | +78.3% |
| All | +119.5% | +136.3% | -16.8% | +78.3% |
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 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