+52.5%
V vs AEHR
+82.4%
-29.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.3% | -7.0% | -1.7% |
| 7D | -1.1% | +18.5% | -19.6% | -1.2% |
| 30D | +1.9% | -11.9% | +13.8% | +1.9% |
| 3M | +15.5% | -5.0% | +20.5% | +15.3% |
| 6M | +16.6% | +155.0% | -138.3% | +12.7% |
| YTD | +5.7% | +349.7% | -343.9% | +0.3% |
| 1Y | +8.6% | +260.4% | -251.9% | +3.2% |
| 3Y | +52.5% | +83.6% | -31.1% | +44.3% |
| All | +52.5% | +82.4% | -29.9% | +44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling