-5.9%
TLT vs AEHR
+242.2%
-248.1%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.7% | -1.2% |
| 7D | -1.6% | +23.0% | -24.6% | -1.6% |
| 30D | -1.3% | -19.9% | +18.6% | -1.3% |
| 3M | -3.7% | +0.5% | -4.3% | -4.0% |
| 6M | -6.4% | +123.6% | -129.9% | -6.3% |
| YTD | -4.5% | +364.6% | -369.1% | -3.6% |
| 1Y | -5.9% | +255.3% | -261.2% | -5.3% |
| All | -5.9% | +242.2% | -248.1% | -5.3% |
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