+2,558.2%
AEHR vs AFRM
-25.2%
+2,583.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.1% | +11.8% | +11.7% |
| 7D | +16.2% | -7.5% | +23.7% | +19.2% |
| 30D | -29.3% | -15.7% | -13.6% | -25.3% |
| 3M | -42.0% | -9.6% | -32.4% | -40.9% |
| 6M | -38.5% | +6.3% | -44.8% | -40.6% |
| YTD | +196.2% | -8.6% | +204.8% | +198.6% |
| 1Y | +144.3% | -7.6% | +151.9% | +144.8% |
| 3Y | +158.0% | +173.7% | -15.6% | +69.0% |
| 5Y | +144.4% | -56.9% | +201.3% | +76.6% |
| All | +2,558.2% | -25.2% | +2,583.4% | +1,850.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling