+196.7%
W vs AEHR
+2,410.1%
-2,213.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.7% | +7.0% | +1.5% |
| 7D | +0.2% | +6.4% | -6.2% | -1.1% |
| 30D | +6.8% | -20.3% | +27.1% | +9.0% |
| 3M | +10.7% | -53.8% | +64.5% | +22.0% |
| 6M | +86.3% | -44.8% | +131.2% | +91.8% |
| YTD | +11.5% | +182.2% | -170.8% | -18.0% |
| 1Y | +5.1% | +174.7% | -169.6% | -22.6% |
| 3Y | +171.0% | +143.5% | +27.5% | +81.3% |
| 5Y | -56.6% | +129.9% | -186.5% | -73.3% |
| 10Y | +213.4% | +1,786.8% | -1,573.3% | +33.6% |
| All | +196.7% | +2,410.1% | -2,213.4% | +12.2% |
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