+228.1%
AEHR vs AR
+22.7%
+205.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.7% | +13.8% | +13.1% |
| 7D | +6.7% | +2.5% | +4.2% | +6.8% |
| 30D | -12.7% | +14.8% | -27.5% | -12.6% |
| 3M | -26.0% | +6.2% | -32.2% | -25.4% |
| 6M | +102.2% | +4.3% | +97.9% | +94.5% |
| YTD | +327.2% | +14.4% | +312.9% | +287.1% |
| 1Y | +228.1% | +21.3% | +206.8% | +178.4% |
| All | +228.1% | +22.7% | +205.5% | +178.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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