+46.4%
RF vs AEHR
+126.8%
-80.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -6.7% | +7.9% | +1.8% |
| 7D | +1.9% | +6.4% | -4.4% | +1.2% |
| 30D | +7.3% | -20.3% | +27.6% | +8.4% |
| 3M | -7.9% | -53.8% | +45.9% | -3.0% |
| 6M | +10.5% | -44.8% | +55.3% | +11.3% |
| YTD | +9.6% | +182.2% | -172.6% | -10.2% |
| 1Y | +20.3% | +174.7% | -154.4% | -1.4% |
| 3Y | +119.5% | +143.5% | -24.0% | +65.8% |
| All | +46.4% | +126.8% | -80.4% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling