+554.2%
T vs AEHR
+286.3%
+267.9%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.7% | +6.7% | +0.1% |
| 7D | +2.5% | +6.4% | -3.8% | +2.4% |
| 30D | -3.8% | -20.3% | +16.5% | -3.6% |
| 3M | -8.7% | -53.8% | +45.0% | -7.8% |
| 6M | -8.1% | -44.8% | +36.7% | -8.0% |
| YTD | -6.4% | +182.2% | -188.7% | -10.1% |
| 1Y | -9.8% | +174.7% | -184.5% | -13.3% |
| 3Y | +65.5% | +143.5% | -78.0% | +56.2% |
| 5Y | +57.0% | +129.9% | -72.9% | +44.9% |
| 10Y | +60.8% | +1,786.8% | -1,726.0% | +32.6% |
| All | +554.2% | +286.3% | +267.9% | +352.6% |
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