+169.7%
RF vs AEHR
+263.2%
-93.4%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.0% | -9.3% | -1.0% |
| 7D | -0.9% | -2.4% | +1.5% | -1.2% |
| 30D | +6.0% | -40.1% | +46.1% | +9.0% |
| 3M | -8.9% | -46.3% | +37.4% | -6.2% |
| 6M | +2.3% | -44.6% | +47.0% | +3.0% |
| YTD | +7.6% | +165.3% | -157.8% | -5.1% |
| 1Y | +21.2% | +126.1% | -105.0% | +8.0% |
| 3Y | +108.5% | +132.2% | -23.7% | +75.6% |
| 5Y | +43.2% | +108.3% | -65.1% | +15.2% |
| 10Y | +288.1% | +1,538.2% | -1,250.2% | +143.5% |
| All | +169.7% | +263.2% | -93.4% | +32.5% |
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