+96.4%
AEHR vs AMP
+66.7%
+29.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.4% |
| 7D | +9.8% | -0.5% | +10.3% | +10.2% |
| 30D | -26.7% | -1.3% | -25.4% | -26.3% |
| 3M | -8.1% | +24.2% | -32.3% | -24.6% |
| 6M | +123.1% | +24.6% | +98.5% | +82.3% |
| YTD | +369.0% | +14.8% | +354.2% | +304.9% |
| 1Y | +256.4% | +12.8% | +243.6% | +213.4% |
| 3Y | +96.4% | +69.0% | +27.4% | +7.2% |
| All | +96.4% | +66.7% | +29.7% | +7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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