+4,686.2%
AEHR vs ACI
+17.4%
+4,668.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.6% | -1.8% |
| 7D | +23.0% | -7.1% | +30.1% | +23.3% |
| 30D | -19.9% | -4.5% | -15.5% | -19.9% |
| 3M | +0.5% | -22.3% | +22.8% | +1.5% |
| 6M | +123.6% | -28.4% | +152.0% | +126.2% |
| YTD | +364.6% | -29.5% | +394.1% | +369.1% |
| 1Y | +255.3% | -34.2% | +289.6% | +261.5% |
| 3Y | +89.7% | -45.7% | +135.4% | +97.4% |
| 5Y | +827.9% | -40.8% | +868.7% | +829.2% |
| All | +4,686.2% | +17.4% | +4,668.9% | +5,131.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling