+27.7%
V vs AEHR
+149.1%
-121.5%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.7% | +7.9% | +1.1% |
| 7D | +0.9% | +6.4% | -5.4% | +1.1% |
| 30D | +9.0% | -20.3% | +29.3% | +8.7% |
| 3M | +16.7% | -53.8% | +70.5% | +15.1% |
| 6M | +33.4% | -44.8% | +78.2% | +32.8% |
| YTD | +22.4% | +182.2% | -159.9% | +15.4% |
| 1Y | +27.7% | +174.7% | -147.1% | +20.5% |
| All | +27.7% | +149.1% | -121.5% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling