+96.4%
AEHR vs AGI
+206.1%
-109.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.6% |
| 7D | +9.8% | -2.7% | +12.5% | +11.1% |
| 30D | -26.7% | +7.2% | -34.0% | -29.4% |
| 3M | -8.1% | +4.3% | -12.4% | -11.4% |
| 6M | +123.1% | -27.1% | +150.2% | +149.9% |
| YTD | +369.0% | -6.6% | +375.6% | +387.4% |
| 1Y | +256.4% | +9.5% | +246.9% | +258.7% |
| 3Y | +96.4% | +208.4% | -112.1% | +69.9% |
| All | +96.4% | +206.1% | -109.7% | +69.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling