+1,969.2%
AEHR vs ACWI
+225.4%
+1,743.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -6.1% |
| 7D | +24.2% | +2.7% | +21.5% | +18.8% |
| 30D | -21.2% | -2.6% | -18.7% | -15.1% |
| 3M | -52.8% | -3.2% | -49.6% | -48.3% |
| 6M | -36.9% | +1.9% | -38.8% | -34.0% |
| YTD | +202.3% | +11.3% | +191.0% | +187.3% |
| 1Y | +162.9% | +11.7% | +151.2% | +150.4% |
| 3Y | +149.1% | +74.4% | +74.7% | +31.5% |
| 5Y | +146.2% | +59.5% | +86.8% | +56.4% |
| All | +1,969.2% | +225.4% | +1,743.8% | +396.7% |
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