+836.6%
AEHR vs AMC
-99.4%
+936.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +4.3% | +8.8% | +12.4% |
| 7D | +6.7% | +2.3% | +4.4% | +6.4% |
| 30D | -12.7% | -0.7% | -11.9% | -12.8% |
| 3M | -26.0% | +35.2% | -61.2% | -31.9% |
| 6M | +102.2% | +124.6% | -22.4% | +67.0% |
| YTD | +327.2% | +69.9% | +257.4% | +269.5% |
| 1Y | +228.1% | -2.6% | +230.7% | +211.2% |
| 3Y | +67.0% | -79.8% | +146.8% | +85.2% |
| All | +836.6% | -99.4% | +936.0% | +2,107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 5y: compounded portfolio wealth divided by compounded AMC 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…
5y analysis · Full analysis span regression · 6 months rolling