+72.9%
AEHR vs AFRM
+235.6%
-162.7%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -2.6% | +15.7% | +14.0% |
| 7D | +6.7% | -7.0% | +13.7% | +9.3% |
| 30D | -12.7% | -7.8% | -4.9% | -11.0% |
| 3M | -26.0% | +5.3% | -31.3% | -28.3% |
| 6M | +102.2% | +42.6% | +59.6% | +75.6% |
| YTD | +327.2% | -2.8% | +330.0% | +319.6% |
| 1Y | +228.1% | -19.3% | +247.4% | +239.9% |
| All | +72.9% | +235.6% | -162.7% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM 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 3y: compounded portfolio wealth divided by compounded AFRM 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…
3y analysis · Full analysis span regression · 6 months rolling