+163.6%
W vs AEHR
+3,700.0%
-3,536.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +13.1% | -10.6% | +0.3% |
| 7D | -4.2% | +6.7% | -10.9% | -5.4% |
| 30D | -7.6% | -12.7% | +5.1% | -6.5% |
| 3M | +37.2% | -26.0% | +63.2% | +39.1% |
| 6M | +26.3% | +102.2% | -75.9% | +3.7% |
| YTD | -1.0% | +327.2% | -328.2% | -30.3% |
| 1Y | +20.1% | +228.1% | -208.0% | -13.4% |
| 3Y | +37.8% | +67.0% | -29.3% | -1.2% |
| 5Y | -63.7% | +928.1% | -991.8% | -80.7% |
| 10Y | +156.3% | +3,269.5% | -3,113.2% | +2.6% |
| All | +163.6% | +3,700.0% | -3,536.4% | -4.7% |
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