+1,069.4%
TER vs AEHR
+313.8%
+755.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -7.2% | +6.4% | +0.2% |
| 7D | +24.0% | +24.2% | -0.2% | +20.4% |
| 30D | -30.6% | -21.2% | -9.4% | -28.5% |
| 3M | -34.5% | -52.8% | +18.3% | -27.8% |
| 6M | -26.4% | -36.9% | +10.5% | -22.4% |
| YTD | +36.4% | +202.3% | -165.9% | +18.0% |
| 1Y | +47.4% | +162.9% | -115.5% | +29.4% |
| 3Y | +202.6% | +149.1% | +53.4% | +149.3% |
| 5Y | +83.9% | +146.2% | -62.3% | +42.9% |
| 10Y | +1,068.0% | +1,921.2% | -853.2% | +548.3% |
| All | +1,069.4% | +313.8% | +755.6% | +322.2% |
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