+3,912.3%
AEHR vs AGI
+392.3%
+3,519.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.8% |
| 7D | +9.8% | -2.7% | +12.5% | +10.2% |
| 30D | -26.7% | +7.2% | -34.0% | -27.7% |
| 3M | -8.1% | +4.3% | -12.4% | -9.1% |
| 6M | +123.1% | -27.1% | +150.2% | +132.5% |
| YTD | +369.0% | -6.6% | +375.6% | +376.3% |
| 1Y | +256.4% | +9.5% | +246.9% | +257.4% |
| 3Y | +96.4% | +208.4% | -112.1% | +80.5% |
| 5Y | +836.6% | +401.6% | +435.0% | +739.3% |
| All | +3,912.3% | +392.3% | +3,519.9% | +3,254.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling