+2,926.4%
V vs AEHR
+1,252.0%
+1,674.4%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +13.1% | -14.1% | -1.5% |
| 7D | -1.7% | +6.7% | -8.5% | -2.0% |
| 30D | +2.0% | -12.7% | +14.6% | +2.2% |
| 3M | +17.4% | -26.0% | +43.4% | +17.4% |
| 6M | +17.5% | +102.2% | -84.7% | +11.2% |
| YTD | +7.6% | +327.2% | -319.7% | -2.2% |
| 1Y | +7.7% | +228.1% | -220.4% | -1.4% |
| 3Y | +54.7% | +67.0% | -12.4% | +40.6% |
| 5Y | +73.0% | +928.1% | -855.1% | +39.1% |
| 10Y | +390.9% | +3,269.5% | -2,878.7% | +247.2% |
| All | +2,926.4% | +1,252.0% | +1,674.4% | +2,048.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling