-5.6%
TLT vs AEHR
+147.2%
-152.8%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.6% | +7.4% | +0.8% |
| 7D | +1.0% | -5.7% | +6.7% | +1.0% |
| 30D | +6.0% | -41.7% | +47.8% | +6.4% |
| 3M | -0.9% | -44.6% | +43.7% | -0.7% |
| 6M | -2.3% | -28.9% | +26.7% | -2.5% |
| YTD | -3.3% | +201.3% | -204.7% | -4.0% |
| 1Y | -5.6% | +145.3% | -150.9% | -5.9% |
| All | -5.6% | +147.2% | -152.8% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling