+199.8%
TER vs AEHR
+255.0%
-55.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +13.1% | -7.7% | +0.2% |
| 7D | +0.6% | +6.7% | -6.2% | -2.2% |
| 30D | -8.3% | -12.7% | +4.4% | -4.3% |
| 3M | -12.2% | -26.0% | +13.8% | -5.7% |
| 6M | +17.0% | +102.2% | -85.2% | -15.3% |
| YTD | +84.6% | +327.2% | -242.6% | -0.3% |
| 1Y | +199.8% | +228.1% | -28.3% | +71.9% |
| All | +199.8% | +255.0% | -55.2% | +71.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling