+712.1%
AEHR vs AU
+686.2%
+25.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.8% |
| 7D | +9.8% | -4.3% | +14.0% | +11.4% |
| 30D | -26.7% | +7.3% | -34.0% | -29.1% |
| 3M | -8.1% | +26.3% | -34.4% | -16.5% |
| 6M | +123.1% | +1.8% | +121.3% | +118.5% |
| YTD | +369.0% | +26.8% | +342.2% | +339.9% |
| 1Y | +256.4% | +66.7% | +189.7% | +216.4% |
| 3Y | +96.4% | +579.1% | -482.7% | +25.4% |
| All | +712.1% | +686.2% | +25.8% | +407.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling