+145.3%
AEHR vs AGI
-1.1%
+146.4%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +10.8% | -17.3% | -13.2% |
| 7D | -5.7% | -5.3% | -0.5% | -2.9% |
| 30D | -41.7% | -7.1% | -34.6% | -39.1% |
| 3M | -44.6% | +4.4% | -49.1% | -48.0% |
| 6M | -28.9% | -23.0% | -5.9% | -17.7% |
| YTD | +201.3% | -22.0% | +223.3% | +246.9% |
| 1Y | +145.3% | +0.3% | +145.0% | +134.3% |
| All | +145.3% | -1.1% | +146.4% | +134.3% |
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