+145.3%
AEHR vs AHR
+26.3%
+119.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +2.6% | -9.2% | -5.3% |
| 7D | -5.7% | +9.5% | -15.2% | -1.3% |
| 30D | -41.7% | +11.7% | -53.4% | -38.4% |
| 3M | -44.6% | +4.0% | -48.6% | -42.7% |
| 6M | -28.9% | +13.5% | -42.5% | -26.9% |
| YTD | +201.3% | +21.6% | +179.7% | +214.7% |
| 1Y | +145.3% | +25.1% | +120.2% | +151.4% |
| All | +145.3% | +26.3% | +119.0% | +151.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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