+103.8%
V vs AEHR
+154.2%
-50.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | +0.8% | -8.5% | +9.3% | +1.0% |
| 30D | +9.9% | -29.6% | +39.6% | +10.9% |
| 3M | +17.5% | -43.9% | +61.4% | +19.0% |
| 6M | +33.5% | -38.7% | +72.2% | +32.8% |
| YTD | +21.6% | +195.0% | -173.5% | +8.6% |
| 1Y | +27.6% | +142.3% | -114.7% | +15.1% |
| 3Y | +76.4% | +143.1% | -66.7% | +50.9% |
| 5Y | +103.8% | +162.7% | -58.8% | +53.0% |
| All | +103.8% | +154.2% | -50.4% | +53.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling