+277.6%
UNP vs AEHR
+3,845.4%
-3,567.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -0.5% |
| 7D | -1.8% | +9.8% | -11.6% | -2.2% |
| 30D | -2.7% | -26.7% | +24.0% | -1.8% |
| 3M | +6.5% | -8.1% | +14.6% | +5.8% |
| 6M | +14.4% | +123.1% | -108.7% | +8.3% |
| YTD | +24.8% | +369.0% | -344.2% | +13.7% |
| 1Y | +34.4% | +256.4% | -222.0% | +23.3% |
| 3Y | +43.6% | +96.4% | -52.8% | +30.1% |
| 5Y | +53.2% | +836.6% | -783.4% | +25.4% |
| All | +277.6% | +3,845.4% | -3,567.8% | +168.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling