+11.9%
U vs AEHR
+89.8%
-77.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +5.3% | -5.7% | -1.2% |
| 7D | +4.4% | +19.1% | -14.7% | +1.7% |
| 30D | -1.3% | -10.0% | +8.7% | -1.0% |
| 3M | +49.6% | +1.3% | +48.3% | +43.6% |
| 6M | +100.2% | +133.8% | -33.6% | +60.1% |
| YTD | -3.7% | +373.3% | -377.0% | -35.2% |
| 1Y | -6.5% | +256.2% | -262.7% | -34.5% |
| All | +11.9% | +89.8% | -77.9% | -34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling