+3,753.2%
AEHR vs AR
+43.0%
+3,710.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.1% | +5.2% | +5.2% |
| 7D | +19.1% | -1.2% | +20.3% | +19.2% |
| 30D | -10.0% | +5.5% | -15.5% | -10.7% |
| 3M | +1.3% | +12.9% | -11.5% | -0.6% |
| 6M | +133.8% | +0.1% | +133.7% | +131.4% |
| YTD | +373.3% | +13.5% | +359.8% | +359.7% |
| 1Y | +256.2% | +21.6% | +234.6% | +243.1% |
| 3Y | +93.2% | +46.0% | +47.3% | +79.4% |
| 5Y | +793.1% | +143.7% | +649.3% | +699.8% |
| 10Y | +3,753.2% | +44.3% | +3,708.9% | +3,568.6% |
| All | +3,753.2% | +43.0% | +3,710.2% | +3,568.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling