+1,236.5%
AEHR vs BR
+1,281.7%
-45.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.3% | +5.6% | +5.4% |
| 7D | +19.1% | -5.0% | +24.1% | +21.2% |
| 30D | -10.0% | -2.5% | -7.6% | -10.0% |
| 3M | +1.3% | +13.5% | -12.2% | -6.1% |
| 6M | +133.8% | -9.4% | +143.2% | +135.8% |
| YTD | +373.3% | -23.3% | +396.6% | +406.2% |
| 1Y | +256.2% | -31.6% | +287.8% | +301.3% |
| 3Y | +93.2% | -5.1% | +98.3% | +83.7% |
| 5Y | +793.1% | +8.2% | +784.9% | +710.3% |
| 10Y | +3,753.2% | +189.8% | +3,563.4% | +2,150.5% |
| All | +1,236.5% | +1,281.7% | -45.2% | +296.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling