+126.4%
AEHR vs ACWI
+54.8%
+71.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | 0.0% | +9.0% | +9.1% |
| 7D | -2.4% | -2.4% | -0.1% | +6.0% |
| 30D | -40.1% | -5.2% | -34.9% | -27.7% |
| 3M | -46.3% | -4.8% | -41.5% | -35.7% |
| 6M | -44.6% | -1.3% | -43.3% | -36.1% |
| YTD | +165.3% | +8.4% | +156.9% | +154.6% |
| 1Y | +126.1% | +11.0% | +115.1% | +105.4% |
| 3Y | +132.2% | +70.6% | +61.7% | -22.7% |
| All | +126.4% | +54.8% | +71.6% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling