+1,036.1%
AEHR vs CAPR
-98.9%
+1,135.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +26.5% | -16.1% | +9.7% |
| 7D | +8.1% | +25.8% | -17.7% | +7.5% |
| 30D | -15.9% | +50.2% | -66.1% | -16.8% |
| 3M | -43.9% | +185.5% | -229.4% | -45.6% |
| 6M | -37.1% | -64.8% | +27.7% | -36.6% |
| YTD | +225.8% | -61.1% | +286.9% | +226.9% |
| 1Y | +184.0% | +81.0% | +103.1% | +160.9% |
| 3Y | +168.5% | +300.7% | -132.2% | +137.8% |
| 5Y | +186.2% | +223.3% | -37.1% | +152.6% |
| 10Y | +2,078.1% | -58.8% | +2,136.9% | +1,775.9% |
| All | +1,036.1% | -98.9% | +1,135.0% | +971.3% |
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