+536.0%
AEHR vs AFL
+2,959.2%
-2,423.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.8% |
| 7D | +23.0% | -3.3% | +26.3% | +23.9% |
| 30D | -19.9% | -5.0% | -15.0% | -19.0% |
| 3M | +0.5% | -1.8% | +2.3% | +0.2% |
| 6M | +123.6% | +4.8% | +118.7% | +119.3% |
| YTD | +364.6% | +5.4% | +359.2% | +354.2% |
| 1Y | +255.3% | +9.0% | +246.4% | +244.0% |
| 3Y | +89.7% | +63.0% | +26.7% | +65.2% |
| 5Y | +827.9% | +134.5% | +693.4% | +647.7% |
| 10Y | +3,682.7% | +298.6% | +3,384.1% | +2,570.6% |
| All | +536.0% | +2,959.2% | -2,423.2% | +174.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling