+277.4%
AEHR vs AS
+123.4%
+153.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.8% | -5.8% | -6.3% |
| 7D | +6.4% | -4.9% | +11.2% | +8.8% |
| 30D | -20.3% | +3.9% | -24.2% | -21.9% |
| 3M | -53.8% | -9.6% | -44.2% | -52.1% |
| 6M | -44.8% | -8.7% | -36.1% | -44.0% |
| YTD | +182.2% | -19.8% | +202.1% | +204.8% |
| 1Y | +174.7% | -1.5% | +176.3% | +171.2% |
| All | +277.4% | +123.4% | +153.9% | +186.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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