+3,589.6%
AEHR vs AGI
+5,453.2%
-1,863.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.3% | +3.9% | +5.1% |
| 7D | +19.1% | +2.2% | +16.9% | +18.8% |
| 30D | -10.0% | +11.3% | -21.3% | -10.9% |
| 3M | +1.3% | +5.6% | -4.3% | +0.7% |
| 6M | +133.8% | -27.7% | +161.4% | +139.4% |
| YTD | +373.3% | -4.1% | +377.4% | +375.9% |
| 1Y | +256.2% | +13.8% | +242.4% | +254.9% |
| 3Y | +93.2% | +217.0% | -123.8% | +80.5% |
| 5Y | +793.1% | +404.3% | +388.7% | +713.1% |
| 10Y | +3,753.2% | +400.5% | +3,352.7% | +3,291.5% |
| All | +3,589.6% | +5,453.2% | -1,863.6% | +2,607.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling