+1,099.6%
AEHR vs ATI
+957.9%
+141.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.7% | -2.9% | -5.6% |
| 7D | +6.4% | +4.2% | +2.2% | +5.4% |
| 30D | -20.3% | -2.5% | -17.8% | -19.1% |
| 3M | -53.8% | -19.4% | -34.4% | -50.3% |
| 6M | -44.8% | +11.1% | -55.9% | -44.7% |
| YTD | +182.2% | +59.5% | +122.7% | +162.8% |
| 1Y | +174.7% | +85.8% | +89.0% | +146.6% |
| 3Y | +143.5% | +311.9% | -168.4% | +78.8% |
| 5Y | +129.9% | +963.2% | -833.4% | +37.5% |
| 10Y | +1,786.8% | +977.6% | +809.1% | +898.3% |
| All | +1,099.6% | +957.9% | +141.7% | +386.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling