+95.0%
RF vs AEHR
+68.1%
+26.8%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +13.1% | -13.2% | -1.1% |
| 7D | +1.3% | +6.7% | -5.4% | +0.7% |
| 30D | -3.6% | -12.7% | +9.1% | -3.0% |
| 3M | +8.1% | -26.0% | +34.1% | +8.4% |
| 6M | +11.5% | +102.2% | -90.7% | -0.6% |
| YTD | +15.6% | +327.2% | -311.7% | -5.6% |
| 1Y | +15.7% | +228.1% | -212.4% | -4.1% |
| All | +95.0% | +68.1% | +26.8% | +55.7% |
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