+1,867.4%
AEHR vs ACWI
+226.8%
+1,640.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.6% | +9.0% | +6.7% |
| 7D | +16.2% | +0.3% | +15.9% | +17.0% |
| 30D | -29.3% | -2.8% | -26.5% | -23.6% |
| 3M | -42.0% | -3.2% | -38.8% | -36.6% |
| 6M | -38.5% | +1.3% | -39.8% | -35.1% |
| YTD | +196.2% | +11.2% | +185.0% | +181.4% |
| 1Y | +144.3% | +13.8% | +130.6% | +125.2% |
| 3Y | +158.0% | +76.2% | +81.8% | +34.0% |
| 5Y | +144.4% | +59.5% | +85.0% | +55.2% |
| 10Y | +1,867.4% | +222.2% | +1,645.2% | +384.2% |
| All | +1,867.4% | +226.8% | +1,640.6% | +384.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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