+127.0%
AEHR vs AVTR
-58.9%
+185.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.1% | -6.4% |
| 7D | +6.4% | +0.5% | +5.9% | +6.3% |
| 30D | -20.3% | -1.0% | -19.3% | -19.6% |
| 3M | -53.8% | +12.2% | -66.0% | -56.4% |
| 6M | -44.8% | +97.5% | -142.3% | -62.2% |
| YTD | +182.2% | +35.6% | +146.6% | +131.1% |
| 1Y | +174.7% | +32.8% | +141.9% | +126.9% |
| 3Y | +143.5% | -16.5% | +160.0% | +140.9% |
| All | +127.0% | -58.9% | +185.9% | +401.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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