+1,328.4%
WDC vs AEHR
+86.3%
+1,242.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -4.0% |
| 7D | +4.4% | +23.0% | -18.6% | -0.3% |
| 30D | +5.3% | -19.9% | +25.2% | +9.9% |
| 3M | -5.9% | +0.5% | -6.4% | -8.3% |
| 6M | +73.2% | +123.6% | -50.3% | +44.0% |
| YTD | +167.8% | +364.6% | -196.8% | +95.3% |
| 1Y | +386.0% | +255.3% | +130.7% | +264.6% |
| All | +1,328.4% | +86.3% | +1,242.1% | +812.3% |
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