+917.8%
AEHR vs AR
+140.6%
+777.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.8% | +6.1% | +5.5% |
| 7D | +18.5% | -1.8% | +20.4% | +19.1% |
| 30D | -11.9% | +12.6% | -24.5% | -15.0% |
| 3M | -5.0% | +10.0% | -15.0% | -8.4% |
| 6M | +155.0% | +0.6% | +154.3% | +148.4% |
| YTD | +349.7% | +13.4% | +336.3% | +318.7% |
| 1Y | +260.4% | +21.7% | +238.7% | +228.1% |
| 3Y | +83.6% | +45.8% | +37.8% | +48.7% |
| 5Y | +917.8% | +144.3% | +773.6% | +647.5% |
| All | +917.8% | +140.6% | +777.2% | +647.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling