+3,753.2%
AEHR vs CAPR
-77.3%
+3,830.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.6% | +9.9% | +5.4% |
| 7D | +19.1% | -12.6% | +31.7% | +19.7% |
| 30D | -10.0% | +124.4% | -134.4% | -13.6% |
| 3M | +1.3% | -66.8% | +68.1% | +3.1% |
| 6M | +133.8% | -71.8% | +205.5% | +139.3% |
| YTD | +373.3% | -70.1% | +443.4% | +382.3% |
| 1Y | +256.2% | +33.3% | +222.8% | +212.0% |
| 3Y | +93.2% | +36.7% | +56.5% | +60.0% |
| 5Y | +793.1% | +72.5% | +720.6% | +618.4% |
| 10Y | +3,753.2% | -77.3% | +3,830.5% | +2,713.1% |
| All | +3,753.2% | -77.3% | +3,830.5% | +2,713.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling