+228.2%
TER vs AEHR
+976.1%
-748.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +5.3% | -2.1% | +1.7% |
| 7D | +12.4% | +19.1% | -6.7% | +7.1% |
| 30D | +5.1% | -10.0% | +15.2% | +7.6% |
| 3M | +4.0% | +1.3% | +2.6% | +1.3% |
| 6M | +29.5% | +133.8% | -104.2% | +1.1% |
| YTD | +98.5% | +373.3% | -274.8% | +29.4% |
| 1Y | +234.1% | +256.2% | -22.1% | +128.9% |
| 3Y | +289.0% | +93.2% | +195.8% | +159.2% |
| 5Y | +228.2% | +793.1% | -564.9% | +37.7% |
| All | +228.2% | +976.1% | -748.0% | +37.7% |
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