+228.1%
AEHR vs AGI
+17.6%
+210.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.9% | +15.0% | +14.4% |
| 7D | +6.7% | +0.6% | +6.1% | +5.9% |
| 30D | -12.7% | +18.2% | -30.9% | -23.4% |
| 3M | -26.0% | -4.1% | -21.9% | -25.1% |
| 6M | +102.2% | -28.7% | +130.9% | +153.0% |
| YTD | +327.2% | -4.0% | +331.2% | +325.9% |
| 1Y | +228.1% | +17.4% | +210.7% | +190.9% |
| All | +228.1% | +17.6% | +210.5% | +190.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 1y: compounded portfolio wealth divided by compounded AGI 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…
1y analysis · Full analysis span regression · 6 months rolling