+1,603.9%
AEHR vs A
+457.0%
+1,146.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.6% | +12.5% | +12.9% |
| 7D | +6.7% | -1.9% | +8.7% | +7.4% |
| 30D | -12.7% | +6.9% | -19.6% | -14.4% |
| 3M | -26.0% | +9.2% | -35.2% | -28.0% |
| 6M | +102.2% | +25.7% | +76.5% | +88.7% |
| YTD | +327.2% | +11.5% | +315.7% | +312.1% |
| 1Y | +228.1% | +18.4% | +209.7% | +212.1% |
| 3Y | +67.0% | +26.6% | +40.4% | +57.5% |
| 5Y | +928.1% | -12.8% | +940.9% | +967.9% |
| 10Y | +3,269.5% | +247.2% | +3,022.3% | +2,477.9% |
| All | +1,603.9% | +457.0% | +1,146.9% | +834.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling