+928.8%
AEHR vs CAPR
-99.1%
+1,028.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.9% | +9.5% | -0.1% |
| 7D | -8.5% | +7.6% | -16.2% | -8.7% |
| 30D | -29.6% | +13.3% | -42.9% | -29.9% |
| 3M | -43.9% | +130.4% | -174.3% | -45.4% |
| 6M | -38.7% | -70.8% | +32.1% | -38.0% |
| YTD | +195.0% | -69.3% | +264.3% | +197.9% |
| 1Y | +142.3% | +59.5% | +82.7% | +123.3% |
| 3Y | +143.1% | +216.8% | -73.6% | +116.8% |
| 5Y | +162.7% | +152.7% | +9.9% | +133.3% |
| 10Y | +1,940.1% | -68.2% | +2,008.3% | +1,668.4% |
| All | +928.8% | -99.1% | +1,028.0% | +876.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling