+137.7%
UAL vs AEHR
+889.0%
-751.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.3% | -8.1% | -3.6% |
| 7D | +3.4% | +18.5% | -15.1% | +0.7% |
| 30D | -16.5% | -11.9% | -4.5% | -15.7% |
| 3M | +2.8% | -5.0% | +7.8% | -0.2% |
| 6M | +17.6% | +155.0% | -137.4% | -5.3% |
| YTD | -3.2% | +349.7% | -352.9% | -30.0% |
| 1Y | +0.4% | +260.4% | -260.0% | -26.0% |
| 3Y | +128.2% | +83.6% | +44.6% | +63.4% |
| 5Y | +137.7% | +917.8% | -780.1% | +16.9% |
| All | +137.7% | +889.0% | -751.3% | +16.9% |
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