+1,756.0%
TGT vs AEHR
+547.9%
+1,208.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +5.3% | -8.4% | -3.4% |
| 7D | -3.6% | +19.1% | -22.7% | -4.4% |
| 30D | +4.4% | -10.0% | +14.4% | +4.5% |
| 3M | +25.4% | +1.3% | +24.0% | +23.7% |
| 6M | +33.4% | +133.8% | -100.4% | +25.4% |
| YTD | +65.6% | +373.3% | -307.7% | +49.7% |
| 1Y | +80.3% | +256.2% | -175.9% | +64.3% |
| 3Y | +42.1% | +93.2% | -51.1% | +28.3% |
| 5Y | -25.0% | +793.1% | -818.1% | -38.4% |
| 10Y | +208.2% | +3,753.2% | -3,545.0% | +124.5% |
| All | +1,756.0% | +547.9% | +1,208.2% | +1,018.6% |
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