+2,823.6%
AEHR vs AFRM
-25.4%
+2,848.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.9% | +7.6% | +9.5% |
| 7D | +8.1% | -10.3% | +18.4% | +12.3% |
| 30D | -15.9% | -13.7% | -2.1% | -11.7% |
| 3M | -43.9% | -11.6% | -32.3% | -42.4% |
| 6M | -37.1% | +2.1% | -39.2% | -38.4% |
| YTD | +225.8% | -8.9% | +234.7% | +228.8% |
| 1Y | +184.0% | -9.7% | +193.7% | +186.7% |
| 3Y | +168.5% | +202.5% | -34.0% | +71.5% |
| 5Y | +186.2% | -55.3% | +241.6% | +106.8% |
| All | +2,823.6% | -25.4% | +2,848.9% | +2,048.1% |
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