+91.1%
AEHR vs BEN
+49.4%
+41.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.2% | -4.9% | -14.3% | -12.2% |
| 7D | -19.7% | -0.4% | -19.3% | -18.3% |
| 30D | -46.6% | -0.7% | -45.9% | -45.4% |
| 3M | -50.2% | -6.8% | -43.4% | -44.4% |
| 6M | -46.1% | +7.9% | -54.0% | -47.5% |
| YTD | +143.5% | +39.6% | +103.9% | +71.6% |
| 1Y | +91.1% | +48.5% | +42.5% | +27.2% |
| All | +91.1% | +49.4% | +41.6% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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