+476.5%
V vs AEHR
+1,901.3%
-1,424.8%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.5% | -3.1% | -0.7% |
| 7D | -0.4% | +24.2% | -24.5% | -1.2% |
| 30D | +6.3% | -21.2% | +27.6% | +6.9% |
| 3M | +17.2% | -52.8% | +69.9% | +19.7% |
| 6M | +29.2% | -36.9% | +66.1% | +28.7% |
| YTD | +20.8% | +202.3% | -181.5% | +9.6% |
| 1Y | +25.0% | +162.9% | -137.9% | +14.0% |
| 3Y | +75.3% | +149.1% | -73.9% | +53.2% |
| 5Y | +105.8% | +146.2% | -40.4% | +70.5% |
| All | +476.5% | +1,901.3% | -1,424.8% | +292.1% |
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 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