+3,243.4%
AEHR vs AR
-27.2%
+3,270.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.7% | +13.8% | +13.2% |
| 7D | +6.7% | +2.5% | +4.2% | +6.4% |
| 30D | -12.7% | +14.8% | -27.5% | -14.3% |
| 3M | -26.0% | +6.2% | -32.2% | -26.8% |
| 6M | +102.2% | +4.3% | +97.9% | +99.0% |
| YTD | +327.2% | +14.4% | +312.9% | +314.6% |
| 1Y | +228.1% | +21.3% | +206.8% | +216.2% |
| 3Y | +67.0% | +39.8% | +27.2% | +55.8% |
| 5Y | +928.1% | +142.1% | +786.1% | +812.9% |
| 10Y | +3,269.5% | +52.0% | +3,217.5% | +3,151.6% |
| All | +3,243.4% | -27.2% | +3,270.6% | +3,621.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling