+98.2%
AEHR vs A
+29.6%
+68.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.4% | +6.7% | +6.3% |
| 7D | +19.1% | -4.4% | +23.5% | +23.0% |
| 30D | -10.0% | -2.7% | -7.3% | -8.8% |
| 3M | +1.3% | +7.0% | -5.7% | -5.2% |
| 6M | +133.8% | +24.6% | +109.1% | +89.3% |
| YTD | +373.3% | +7.0% | +366.3% | +339.2% |
| 1Y | +256.2% | +15.6% | +240.6% | +209.3% |
| All | +98.2% | +29.6% | +68.6% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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