+712.1%
AEHR vs AFL
+133.8%
+578.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.7% |
| 7D | +9.8% | -1.6% | +11.4% | +10.3% |
| 30D | -26.7% | -4.0% | -22.7% | -25.7% |
| 3M | -8.1% | -0.5% | -7.6% | -9.6% |
| 6M | +123.1% | +6.5% | +116.5% | +111.5% |
| YTD | +369.0% | +6.2% | +362.8% | +342.7% |
| 1Y | +256.4% | +8.3% | +248.1% | +231.2% |
| 3Y | +96.4% | +62.5% | +33.8% | +29.6% |
| All | +712.1% | +133.8% | +578.3% | +266.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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