+3,432.7%
AEHR vs ARES
+1,181.8%
+2,250.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.1% | +6.3% | +5.8% |
| 7D | +18.5% | -0.3% | +18.9% | +18.5% |
| 30D | -11.9% | +1.3% | -13.2% | -13.1% |
| 3M | -5.0% | +10.4% | -15.4% | -10.1% |
| 6M | +155.0% | +29.0% | +125.9% | +122.1% |
| YTD | +349.7% | -12.2% | +361.9% | +370.9% |
| 1Y | +260.4% | -18.4% | +278.9% | +292.2% |
| 3Y | +83.6% | +43.2% | +40.4% | +56.8% |
| 5Y | +917.8% | +102.6% | +815.2% | +670.2% |
| 10Y | +3,517.1% | +1,029.6% | +2,487.5% | +2,319.0% |
| All | +3,432.7% | +1,181.8% | +2,250.9% | +2,449.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling