-52.7%
TEAM vs AEHR
+775.9%
-828.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.8% | +2.9% | +1.2% |
| 7D | -7.8% | +23.0% | -30.8% | -10.0% |
| 30D | +16.5% | -19.9% | +36.5% | +18.2% |
| 3M | +96.2% | +0.5% | +95.6% | +88.3% |
| 6M | +130.2% | +123.6% | +6.6% | +87.8% |
| YTD | +10.7% | +364.6% | -353.9% | -23.4% |
| 1Y | +3.0% | +255.3% | -252.3% | -27.1% |
| 3Y | -13.1% | +89.7% | -102.8% | -37.9% |
| 5Y | -52.7% | +827.9% | -880.6% | -80.7% |
| All | -52.7% | +775.9% | -828.7% | -80.7% |
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