+143.5%
AEHR vs ATI
+318.7%
-175.2%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.7% | -2.9% | -3.3% |
| 7D | +6.4% | +4.2% | +2.2% | +3.0% |
| 30D | -20.3% | -2.5% | -17.8% | -17.1% |
| 3M | -53.8% | -19.4% | -34.4% | -42.9% |
| 6M | -44.8% | +11.1% | -55.9% | -45.5% |
| YTD | +182.2% | +59.5% | +122.7% | +130.8% |
| 1Y | +174.7% | +85.8% | +89.0% | +107.1% |
| 3Y | +143.5% | +311.9% | -168.4% | +9.9% |
| All | +143.5% | +318.7% | -175.2% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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