+567.0%
WDC vs AEHR
+126.8%
+440.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -6.7% | +1.7% | -3.5% |
| 7D | +12.1% | +6.4% | +5.7% | +10.6% |
| 30D | -18.8% | -20.3% | +1.5% | -15.1% |
| 3M | -39.3% | -53.8% | +14.5% | -29.5% |
| 6M | -40.1% | -44.8% | +4.7% | -34.8% |
| YTD | +71.8% | +182.2% | -110.4% | +35.9% |
| 1Y | +88.5% | +174.7% | -86.3% | +49.5% |
| 3Y | +770.0% | +143.5% | +626.5% | +520.6% |
| All | +567.0% | +126.8% | +440.2% | +280.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling