+127.0%
AEHR vs AFRM
-56.8%
+183.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.1% | -5.5% | -6.2% |
| 7D | +6.4% | -4.4% | +10.8% | +8.3% |
| 30D | -20.3% | -7.7% | -12.6% | -17.7% |
| 3M | -53.8% | -16.9% | -36.9% | -51.0% |
| 6M | -44.8% | +2.5% | -47.3% | -46.3% |
| YTD | +182.2% | -12.5% | +194.7% | +189.1% |
| 1Y | +174.7% | -11.0% | +185.8% | +178.3% |
| 3Y | +143.5% | +184.6% | -41.1% | +39.7% |
| All | +127.0% | -56.8% | +183.8% | +189.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling