+72.9%
AEHR vs CFG
+189.1%
-116.2%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.1% | +13.2% | +13.2% |
| 7D | +6.7% | +1.5% | +5.2% | +5.0% |
| 30D | -12.7% | -3.8% | -8.8% | -8.4% |
| 3M | -26.0% | +11.5% | -37.5% | -33.6% |
| 6M | +102.2% | +19.2% | +83.0% | +73.5% |
| YTD | +327.2% | +23.7% | +303.5% | +254.8% |
| 1Y | +228.1% | +38.8% | +189.3% | +146.6% |
| All | +72.9% | +189.1% | -116.2% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CFG.
Daily Out/Under-Performance
Portfolio return minus CFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CFG 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 3y: compounded portfolio wealth divided by compounded CFG 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…
3y analysis · Full analysis span regression · 6 months rolling