+1,483.0%
TER vs AEHR
+484.8%
+998.2%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +13.1% | -7.6% | +3.8% |
| 7D | +0.6% | +6.7% | -6.1% | -0.3% |
| 30D | -8.3% | -12.7% | +4.4% | -6.8% |
| 3M | -12.2% | -26.0% | +13.8% | -9.4% |
| 6M | +17.1% | +102.2% | -85.1% | +6.2% |
| YTD | +84.7% | +327.2% | -242.6% | +52.5% |
| 1Y | +199.9% | +228.1% | -28.2% | +153.8% |
| 3Y | +232.8% | +67.0% | +165.7% | +181.0% |
| 5Y | +198.6% | +928.1% | -729.6% | +98.7% |
| 10Y | +1,669.7% | +3,269.5% | -1,599.8% | +819.3% |
| All | +1,483.0% | +484.8% | +998.2% | +445.7% |
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 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