+57.8%
T vs AEHR
+126.8%
-69.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.7% | -0.1% |
| 7D | +2.5% | +6.4% | -3.8% | +2.7% |
| 30D | -3.8% | -20.3% | +16.5% | -3.9% |
| 3M | -8.7% | -53.8% | +45.0% | -9.4% |
| 6M | -8.1% | -44.8% | +36.7% | -8.3% |
| YTD | -6.4% | +182.2% | -188.7% | -5.3% |
| 1Y | -9.8% | +174.7% | -184.5% | -8.7% |
| 3Y | +65.5% | +143.5% | -78.0% | +68.5% |
| All | +57.8% | +126.8% | -69.0% | +55.3% |
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