+379.1%
V vs AEHR
+3,845.4%
-3,466.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | -0.1% | +0.8% |
| 7D | -1.2% | +9.8% | -11.0% | -1.6% |
| 30D | +3.1% | -26.7% | +29.8% | +4.1% |
| 3M | +16.3% | -8.1% | +24.4% | +15.4% |
| 6M | +20.4% | +123.1% | -102.7% | +13.0% |
| YTD | +6.3% | +369.0% | -362.7% | -4.6% |
| 1Y | +8.7% | +256.4% | -247.7% | -1.7% |
| 3Y | +53.3% | +96.4% | -43.1% | +37.4% |
| 5Y | +71.1% | +836.6% | -765.5% | +34.2% |
| All | +379.1% | +3,845.4% | -3,466.3% | +220.0% |
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