+547.9%
AEHR vs AIG
-81.4%
+629.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.5% | +4.8% | +5.2% |
| 7D | +19.1% | -1.4% | +20.5% | +19.3% |
| 30D | -10.0% | -3.3% | -6.7% | -9.6% |
| 3M | +1.3% | +2.2% | -0.9% | +0.4% |
| 6M | +133.8% | -2.1% | +135.9% | +133.2% |
| YTD | +373.3% | -11.2% | +384.5% | +378.4% |
| 1Y | +256.2% | -2.1% | +258.3% | +254.0% |
| 3Y | +93.2% | +34.4% | +58.9% | +81.8% |
| 5Y | +793.1% | +53.7% | +739.4% | +729.2% |
| 10Y | +3,753.2% | +64.4% | +3,688.8% | +3,318.0% |
| All | +547.9% | -81.4% | +629.3% | +349.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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