+67.7%
V vs AEHR
+976.1%
-908.4%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.3% | -5.6% | -0.5% |
| 7D | -2.9% | +19.1% | -22.0% | -3.6% |
| 30D | +1.9% | -10.0% | +11.9% | +2.0% |
| 3M | +13.2% | +1.3% | +11.9% | +11.9% |
| 6M | +16.7% | +133.8% | -117.0% | +9.0% |
| YTD | +5.4% | +373.3% | -367.9% | -6.2% |
| 1Y | +7.7% | +256.2% | -248.5% | -3.3% |
| 3Y | +52.0% | +93.2% | -41.3% | +37.0% |
| 5Y | +67.7% | +793.1% | -725.4% | +22.6% |
| All | +67.7% | +976.1% | -908.4% | +22.6% |
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