+845.2%
AEHR vs AEIS
+233.3%
+611.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.1% | +6.4% | +6.6% |
| 7D | +19.1% | +6.5% | +12.6% | +10.5% |
| 30D | -10.0% | -9.2% | -0.8% | +3.0% |
| 3M | +1.3% | -8.3% | +9.7% | +18.4% |
| 6M | +133.8% | -6.3% | +140.1% | +177.1% |
| YTD | +373.3% | +36.5% | +336.8% | +281.4% |
| 1Y | +256.2% | +84.8% | +171.4% | +102.3% |
| 3Y | +93.2% | +176.6% | -83.3% | -31.9% |
| All | +845.2% | +233.3% | +611.9% | +158.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling