+240.4%
TPR vs AEHR
+861.6%
-621.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +13.1% | -13.1% | -1.6% |
| 7D | -2.3% | +6.7% | -9.0% | -3.2% |
| 30D | -23.0% | -12.7% | -10.3% | -22.4% |
| 3M | -12.5% | -26.0% | +13.5% | -12.3% |
| 6M | -21.4% | +102.2% | -123.6% | -32.9% |
| YTD | -3.5% | +327.2% | -330.8% | -26.8% |
| 1Y | +17.4% | +228.1% | -210.8% | -9.0% |
| 3Y | +291.3% | +67.0% | +224.2% | +198.8% |
| All | +240.4% | +861.6% | -621.2% | +82.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling