+35.3%
W vs AEHR
+89.8%
-54.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +5.3% | -5.1% | -1.0% |
| 7D | +5.9% | +19.1% | -13.2% | +1.8% |
| 30D | -3.0% | -10.0% | +7.0% | -2.4% |
| 3M | +40.3% | +1.3% | +39.0% | +33.5% |
| 6M | +32.2% | +133.8% | -101.5% | -1.2% |
| YTD | -0.3% | +373.3% | -373.6% | -39.8% |
| 1Y | +16.2% | +256.2% | -240.0% | -27.3% |
| All | +35.3% | +89.8% | -54.5% | -25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling