+145.3%
AEHR vs AU
+42.5%
+102.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +8.0% | -14.5% | -12.1% |
| 7D | -5.7% | +0.8% | -6.5% | -6.7% |
| 30D | -41.7% | -7.0% | -34.8% | -38.8% |
| 3M | -44.6% | +8.5% | -53.2% | -50.5% |
| 6M | -28.9% | -1.3% | -27.7% | -32.1% |
| YTD | +201.3% | +6.8% | +194.6% | +184.3% |
| 1Y | +145.3% | +44.6% | +100.7% | +106.2% |
| All | +145.3% | +42.5% | +102.8% | +106.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling