+3,912.3%
AEHR vs ARES
+979.8%
+2,932.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.2% | +0.5% |
| 7D | +9.8% | -6.1% | +15.8% | +13.9% |
| 30D | -26.7% | -7.5% | -19.2% | -24.0% |
| 3M | -8.1% | +0.1% | -8.2% | -9.1% |
| 6M | +123.1% | +30.3% | +92.8% | +87.2% |
| YTD | +369.0% | -16.6% | +385.6% | +410.0% |
| 1Y | +256.4% | -26.1% | +282.5% | +318.2% |
| 3Y | +96.4% | +36.4% | +59.9% | +62.1% |
| 5Y | +836.6% | +95.0% | +741.6% | +557.5% |
| All | +3,912.3% | +979.8% | +2,932.5% | +1,852.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES 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 ARES 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