+845.2%
AEHR vs BEN
+38.1%
+807.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.8% | +6.8% |
| 7D | +19.1% | +3.4% | +15.7% | +15.3% |
| 30D | -10.0% | +1.8% | -11.8% | -11.5% |
| 3M | +1.3% | +8.4% | -7.0% | -4.9% |
| 6M | +133.8% | +35.6% | +98.1% | +78.9% |
| YTD | +373.3% | +46.4% | +326.9% | +234.6% |
| 1Y | +256.2% | +46.3% | +209.8% | +149.7% |
| 3Y | +93.2% | +54.6% | +38.6% | +25.1% |
| All | +845.2% | +38.1% | +807.1% | +605.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling