+793.1%
AEHR vs ATI
+1,086.3%
-293.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.6% | +5.5% |
| 7D | +19.1% | +2.4% | +16.7% | +17.1% |
| 30D | -10.0% | -9.5% | -0.5% | -2.2% |
| 3M | +1.3% | +10.4% | -9.0% | -2.3% |
| 6M | +133.8% | +31.8% | +102.0% | +104.6% |
| YTD | +373.3% | +80.0% | +293.3% | +249.9% |
| 1Y | +256.2% | +175.8% | +80.3% | +106.5% |
| 3Y | +93.2% | +364.2% | -271.0% | -22.6% |
| 5Y | +793.1% | +1,076.9% | -283.8% | +127.4% |
| All | +793.1% | +1,086.3% | -293.2% | +127.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling