+712.1%
AEHR vs BR
+8.0%
+704.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | +9.8% | -3.0% | +12.7% | +11.0% |
| 30D | -26.7% | -0.3% | -26.4% | -27.5% |
| 3M | -8.1% | +17.3% | -25.4% | -17.3% |
| 6M | +123.1% | -6.7% | +129.8% | +129.6% |
| YTD | +369.0% | -23.4% | +392.4% | +454.5% |
| 1Y | +256.4% | -32.7% | +289.0% | +374.4% |
| 3Y | +96.4% | -5.9% | +102.3% | +69.7% |
| All | +712.1% | +8.0% | +704.1% | +450.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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