+277.2%
TER vs AEHR
+82.4%
+194.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.3% | -1.0% | +2.7% |
| 7D | +11.0% | +18.5% | -7.6% | +5.4% |
| 30D | -1.9% | -11.9% | +10.0% | +1.2% |
| 3M | -0.7% | -5.0% | +4.3% | -1.7% |
| 6M | +36.4% | +155.0% | -118.6% | +3.2% |
| YTD | +92.4% | +349.7% | -257.2% | +25.6% |
| 1Y | +213.5% | +260.4% | -46.9% | +112.0% |
| 3Y | +277.2% | +83.6% | +193.6% | +135.1% |
| All | +277.2% | +82.4% | +194.8% | +135.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling