+802.8%
TEAM vs AEHR
+4,301.0%
-3,498.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +13.1% | -15.7% | -3.6% |
| 7D | -0.4% | +6.7% | -7.2% | -1.0% |
| 30D | +67.3% | -12.7% | +80.0% | +67.9% |
| 3M | +86.8% | -26.0% | +112.8% | +86.4% |
| 6M | +146.8% | +102.2% | +44.6% | +119.1% |
| YTD | +16.9% | +327.2% | -310.3% | -5.4% |
| 1Y | +12.8% | +228.1% | -215.3% | -7.5% |
| 3Y | -7.3% | +67.0% | -74.3% | -24.8% |
| 5Y | -50.7% | +928.1% | -978.8% | -67.3% |
| 10Y | +529.8% | +3,269.5% | -2,739.7% | +276.8% |
| All | +802.8% | +4,301.0% | -3,498.3% | +490.6% |
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