+2,320.2%
VALE vs AEHR
+2,061.7%
+258.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.3% | -3.4% | +1.5% |
| 7D | +2.9% | +18.5% | -15.6% | +1.6% |
| 30D | +8.8% | -11.9% | +20.7% | +9.2% |
| 3M | +6.8% | -5.0% | +11.8% | +5.2% |
| 6M | +6.9% | +155.0% | -148.0% | -3.0% |
| YTD | +22.8% | +349.7% | -326.9% | +6.4% |
| 1Y | +61.3% | +260.4% | -199.2% | +40.8% |
| 3Y | +53.3% | +83.6% | -30.3% | +32.9% |
| 5Y | +44.9% | +917.8% | -873.0% | +6.0% |
| 10Y | +486.8% | +3,517.1% | -3,030.4% | +251.1% |
| All | +2,320.2% | +2,061.7% | +258.5% | +1,038.7% |
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