+256.4%
AEHR vs AGI
+9.2%
+247.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.5% |
| 7D | +9.8% | -2.7% | +12.5% | +11.8% |
| 30D | -26.7% | +7.2% | -34.0% | -31.1% |
| 3M | -8.1% | +4.3% | -12.4% | -13.9% |
| 6M | +123.1% | -27.1% | +150.2% | +174.9% |
| YTD | +369.0% | -6.6% | +375.6% | +374.5% |
| 1Y | +256.4% | +9.5% | +246.9% | +206.8% |
| All | +256.4% | +9.2% | +247.2% | +206.8% |
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