+4,033.9%
YUM vs AEHR
+297.1%
+3,736.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +1.0% | -0.8% |
| 7D | -5.2% | +23.0% | -28.2% | -5.7% |
| 30D | -0.1% | -19.9% | +19.9% | +0.3% |
| 3M | -4.3% | +0.5% | -4.8% | -5.1% |
| 6M | -8.7% | +123.6% | -132.3% | -12.1% |
| YTD | -3.5% | +364.6% | -368.1% | -9.5% |
| 1Y | +0.5% | +255.3% | -254.9% | -5.4% |
| 3Y | +20.5% | +89.7% | -69.2% | +12.9% |
| 5Y | +21.8% | +827.9% | -806.1% | +6.1% |
| 10Y | +176.5% | +3,682.7% | -3,506.2% | +120.1% |
| All | +4,033.9% | +297.1% | +3,736.9% | +3,072.7% |
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