+24.3%
W vs AEHR
+147.2%
-122.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -6.6% | +17.6% | +11.9% |
| 7D | +8.4% | -5.7% | +14.1% | +8.6% |
| 30D | +16.5% | -41.7% | +58.2% | +24.7% |
| 3M | +6.4% | -44.6% | +51.1% | +13.0% |
| 6M | +90.5% | -28.9% | +119.5% | +88.6% |
| YTD | +23.1% | +201.3% | -178.3% | -11.8% |
| 1Y | +24.3% | +145.3% | -121.1% | -7.0% |
| All | +24.3% | +147.2% | -122.9% | -7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling