+145.3%
AEHR vs AEIS
+6.2%
+139.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -11.1% | +4.6% | +8.1% |
| 7D | -5.7% | -12.7% | +7.0% | +13.4% |
| 30D | -41.7% | -28.8% | -12.9% | -8.4% |
| 3M | -44.6% | -38.0% | -6.6% | +5.8% |
| 6M | -28.9% | -45.3% | +16.4% | +60.8% |
| YTD | +201.3% | +1.1% | +200.2% | +296.2% |
| 1Y | +145.3% | +8.6% | +136.7% | +208.8% |
| All | +145.3% | +6.2% | +139.1% | +208.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling