+102.9%
T vs AEHR
+89.8%
+13.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +5.3% | -7.0% | -1.6% |
| 7D | -3.1% | +19.1% | -22.2% | -2.6% |
| 30D | +4.6% | -10.0% | +14.6% | +4.5% |
| 3M | +12.2% | +1.3% | +10.9% | +13.1% |
| 6M | -6.5% | +133.8% | -140.2% | -3.3% |
| YTD | +4.9% | +373.3% | -368.4% | +10.5% |
| 1Y | -10.5% | +256.2% | -266.7% | -6.0% |
| All | +102.9% | +89.8% | +13.1% | +116.8% |
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