-73.3%
U vs AEHR
+126.8%
-200.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -6.7% | +11.9% | +6.7% |
| 7D | +2.6% | +6.4% | -3.8% | +0.6% |
| 30D | +27.6% | -20.3% | +47.9% | +30.2% |
| 3M | +15.3% | -53.8% | +69.1% | +30.5% |
| 6M | +96.4% | -44.8% | +141.2% | +97.6% |
| YTD | +19.6% | +182.2% | -162.7% | -31.7% |
| 1Y | +42.1% | +174.7% | -132.6% | -18.6% |
| 3Y | +87.5% | +143.5% | -56.0% | -12.7% |
| All | -73.3% | +126.8% | -200.1% | -93.1% |
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 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