+957.1%
WDC vs AEHR
+775.9%
+181.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.8% | -2.6% | -4.1% |
| 7D | +4.4% | +23.0% | -18.6% | +0.1% |
| 30D | +5.3% | -19.9% | +25.2% | +9.5% |
| 3M | -5.9% | +0.5% | -6.4% | -8.0% |
| 6M | +73.2% | +123.6% | -50.3% | +44.9% |
| YTD | +167.8% | +364.6% | -196.8% | +96.0% |
| 1Y | +386.0% | +255.3% | +130.7% | +266.5% |
| 3Y | +1,309.7% | +89.7% | +1,220.0% | +941.2% |
| 5Y | +957.1% | +827.9% | +129.2% | +451.9% |
| All | +957.1% | +775.9% | +181.2% | +451.9% |
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