+1,033.5%
AEHR vs ACWI
+356.8%
+676.7%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | 0.0% | +13.1% | +13.1% |
| 7D | +6.7% | +0.5% | +6.2% | +6.1% |
| 30D | -12.7% | +0.9% | -13.5% | -13.4% |
| 3M | -26.0% | +2.4% | -28.4% | -26.0% |
| 6M | +102.2% | +12.4% | +89.8% | +88.7% |
| YTD | +327.2% | +15.2% | +312.1% | +293.0% |
| 1Y | +228.1% | +22.7% | +205.4% | +186.7% |
| 3Y | +67.0% | +75.8% | -8.7% | +8.7% |
| 5Y | +928.1% | +67.7% | +860.4% | +652.8% |
| 10Y | +3,269.5% | +229.0% | +3,040.5% | +1,407.6% |
| All | +1,033.5% | +356.8% | +676.7% | +316.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling