+2,208.9%
AEHR vs AR
-30.5%
+2,239.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +4.3% | +6.9% | +10.7% |
| 7D | -8.5% | -5.8% | -2.7% | -7.7% |
| 30D | -29.6% | +4.8% | -34.4% | -30.1% |
| 3M | -43.9% | +1.5% | -45.4% | -44.2% |
| 6M | -38.7% | +4.7% | -43.4% | -39.5% |
| YTD | +195.0% | +9.2% | +185.8% | +187.2% |
| 1Y | +142.3% | +11.2% | +131.1% | +135.1% |
| 3Y | +143.1% | +46.2% | +96.9% | +125.4% |
| 5Y | +162.7% | +98.1% | +64.6% | +136.8% |
| 10Y | +1,940.1% | +54.5% | +1,885.5% | +1,865.4% |
| All | +2,208.9% | -30.5% | +2,239.4% | +2,477.8% |
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