+160.9%
AEHR vs ARES
+36.2%
+124.7%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -3.3% | -3.9% | -4.9% |
| 7D | +24.2% | -0.3% | +24.5% | +24.8% |
| 30D | -21.2% | +15.3% | -36.5% | -29.9% |
| 3M | -52.8% | -5.4% | -47.4% | -52.1% |
| 6M | -36.9% | +10.0% | -46.9% | -42.7% |
| YTD | +202.3% | -14.7% | +217.0% | +227.6% |
| 1Y | +162.9% | -9.7% | +172.6% | +171.7% |
| All | +160.9% | +36.2% | +124.7% | +136.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling