+228.1%
AEHR vs CAPR
+48.7%
+179.4%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.3% | +11.8% | +13.1% |
| 7D | +6.7% | -2.0% | +8.7% | +6.8% |
| 30D | -12.7% | +139.2% | -151.9% | -15.3% |
| 3M | -26.0% | -66.4% | +40.4% | -25.1% |
| 6M | +102.2% | -63.1% | +165.3% | +104.1% |
| YTD | +327.2% | -67.4% | +394.7% | +332.2% |
| 1Y | +228.1% | +58.2% | +169.9% | +223.6% |
| All | +228.1% | +48.7% | +179.4% | +223.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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