+712.1%
AEHR vs ACWI
+67.4%
+644.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -1.8% |
| 7D | +9.8% | -1.0% | +10.8% | +12.9% |
| 30D | -26.7% | -0.9% | -25.9% | -25.0% |
| 3M | -8.1% | +3.5% | -11.6% | -13.3% |
| 6M | +123.1% | +12.8% | +110.2% | +77.5% |
| YTD | +369.0% | +14.0% | +355.0% | +274.7% |
| 1Y | +256.4% | +19.2% | +237.2% | +161.2% |
| 3Y | +96.4% | +75.1% | +21.2% | -41.9% |
| All | +712.1% | +67.4% | +644.7% | +264.9% |
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