+306.7%
TPR vs AEHR
+3,898.3%
-3,591.7%
-78.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.3% | -8.5% | -3.8% |
| 7D | -7.3% | +19.1% | -26.4% | -9.1% |
| 30D | -30.7% | -10.0% | -20.7% | -30.5% |
| 3M | -21.6% | +1.3% | -22.9% | -23.9% |
| 6M | -21.3% | +133.8% | -155.1% | -31.4% |
| YTD | -10.2% | +373.3% | -383.5% | -28.3% |
| 1Y | +9.5% | +256.2% | -246.7% | -10.8% |
| 3Y | +280.8% | +93.2% | +187.5% | +203.7% |
| 5Y | +218.7% | +793.1% | -574.4% | +104.9% |
| 10Y | +306.7% | +3,753.2% | -3,446.6% | +105.8% |
| All | +306.7% | +3,898.3% | -3,591.7% | +105.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling