+2,023.6%
AEHR vs AU
+789.2%
+1,234.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.6% | +4.6% | +5.2% |
| 7D | +19.1% | +0.6% | +18.4% | +18.9% |
| 30D | -10.0% | +12.3% | -22.3% | -11.3% |
| 3M | +1.3% | +29.4% | -28.0% | -1.6% |
| 6M | +133.8% | +3.2% | +130.5% | +132.5% |
| YTD | +373.3% | +31.8% | +341.5% | +363.2% |
| 1Y | +256.2% | +83.4% | +172.8% | +240.5% |
| 3Y | +93.2% | +623.1% | -529.8% | +66.5% |
| 5Y | +793.1% | +700.5% | +92.6% | +659.6% |
| 10Y | +3,753.2% | +717.6% | +3,035.7% | +3,045.3% |
| All | +2,023.6% | +789.2% | +1,234.4% | +1,946.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling