+254.8%
AEHR vs AS
+134.9%
+119.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +0.5% | +8.5% | +8.8% |
| 7D | -2.4% | +6.9% | -9.3% | -5.4% |
| 30D | -40.1% | +16.0% | -56.1% | -44.2% |
| 3M | -46.3% | -12.8% | -33.4% | -43.7% |
| 6M | -44.6% | -15.4% | -29.2% | -41.6% |
| YTD | +165.3% | -15.7% | +181.1% | +180.1% |
| 1Y | +126.1% | +6.1% | +120.1% | +116.1% |
| All | +254.8% | +134.9% | +119.9% | +163.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling