+189.8%
RF vs AEHR
+484.8%
-295.0%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +13.1% | -13.2% | -1.0% |
| 7D | +1.3% | +6.7% | -5.4% | +0.8% |
| 30D | -3.6% | -12.7% | +9.1% | -3.1% |
| 3M | +8.1% | -26.0% | +34.1% | +8.3% |
| 6M | +11.5% | +102.2% | -90.7% | +2.4% |
| YTD | +15.6% | +327.2% | -311.7% | -0.3% |
| 1Y | +15.7% | +228.1% | -212.4% | +0.9% |
| 3Y | +86.9% | +67.0% | +19.8% | +61.8% |
| 5Y | +89.8% | +928.1% | -838.3% | +37.6% |
| 10Y | +344.7% | +3,269.5% | -2,924.8% | +167.5% |
| All | +189.8% | +484.8% | -295.0% | +39.1% |
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 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