+162.7%
AEHR vs ARWR
-39.6%
+202.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -8.5% | -17.7% | +9.2% | -2.6% |
| 30D | -29.6% | -21.9% | -7.7% | -23.4% |
| 3M | -43.9% | -44.5% | +0.6% | -31.1% |
| 6M | -38.7% | -32.6% | -6.1% | -30.3% |
| YTD | +195.0% | -26.2% | +221.2% | +223.8% |
| 1Y | +142.3% | +23.0% | +119.3% | +119.8% |
| 3Y | +143.1% | +81.8% | +61.4% | +66.4% |
| 5Y | +162.7% | -36.0% | +198.7% | +131.0% |
| All | +162.7% | -39.6% | +202.3% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling