+20.1%
W vs AEHR
+255.0%
-234.9%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +13.1% | -10.6% | +0.6% |
| 7D | -4.2% | +6.7% | -10.9% | -5.2% |
| 30D | -7.6% | -12.7% | +5.1% | -6.9% |
| 3M | +37.2% | -26.0% | +63.2% | +38.7% |
| 6M | +26.3% | +102.2% | -75.9% | +8.2% |
| YTD | -1.0% | +327.2% | -328.2% | -23.3% |
| 1Y | +20.1% | +228.1% | -208.0% | -3.3% |
| All | +20.1% | +255.0% | -234.9% | -3.3% |
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