+1,389.8%
AEHR vs CAPR
-99.1%
+1,488.9%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -14.9% |
| 3M | -26.0% | -66.4% | +40.4% | -25.2% |
| 6M | +102.2% | -63.1% | +165.3% | +103.7% |
| YTD | +327.2% | -67.4% | +394.7% | +331.3% |
| 1Y | +228.1% | +58.2% | +169.9% | +202.7% |
| 3Y | +67.0% | +42.2% | +24.8% | +51.0% |
| 5Y | +928.1% | +87.3% | +840.9% | +817.8% |
| 10Y | +3,269.5% | -75.3% | +3,344.8% | +2,819.7% |
| All | +1,389.8% | -99.1% | +1,488.9% | +1,313.7% |
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