-39.0%
U vs AEHR
+5,501.3%
-5,540.3%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +13.1% | -14.1% | -3.3% |
| 7D | -3.8% | +6.7% | -10.6% | -5.2% |
| 30D | +17.5% | -12.7% | +30.1% | +18.7% |
| 3M | +38.7% | -26.0% | +64.7% | +39.1% |
| 6M | +104.4% | +102.2% | +2.2% | +60.2% |
| YTD | -5.7% | +327.2% | -332.9% | -39.4% |
| 1Y | +3.7% | +228.1% | -224.4% | -30.9% |
| 3Y | +12.3% | +67.0% | -54.7% | -25.7% |
| 5Y | -68.8% | +928.1% | -996.9% | -86.2% |
| All | -39.0% | +5,501.3% | -5,540.3% | -74.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling