+917.8%
AEHR vs CAPR
+87.6%
+830.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.6% | +8.9% | +5.4% |
| 7D | +18.5% | -9.5% | +28.0% | +19.1% |
| 30D | -11.9% | +121.5% | -133.4% | -15.9% |
| 3M | -5.0% | -65.4% | +60.4% | -3.3% |
| 6M | +155.0% | -67.5% | +222.5% | +160.4% |
| YTD | +349.7% | -68.6% | +418.3% | +358.8% |
| 1Y | +260.4% | +42.7% | +217.7% | +205.3% |
| 3Y | +83.6% | +43.4% | +40.2% | +24.3% |
| 5Y | +917.8% | +86.0% | +831.8% | +539.1% |
| All | +917.8% | +87.6% | +830.2% | +539.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling