+3,912.3%
AEHR vs AEIS
+562.2%
+3,350.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.9% | -4.0% | -2.8% |
| 7D | +9.8% | +2.3% | +7.5% | +7.7% |
| 30D | -26.7% | -14.8% | -11.9% | -16.2% |
| 3M | -8.1% | -15.6% | +7.5% | +10.1% |
| 6M | +123.1% | -8.7% | +131.8% | +163.1% |
| YTD | +369.0% | +37.3% | +331.7% | +334.0% |
| 1Y | +256.4% | +80.3% | +176.0% | +178.0% |
| 3Y | +96.4% | +177.9% | -81.6% | +21.3% |
| 5Y | +836.6% | +235.8% | +600.8% | +452.8% |
| All | +3,912.3% | +562.2% | +3,350.1% | +1,973.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling