+98.2%
AEHR vs CG
+48.1%
+50.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -4.0% | +9.3% | +8.5% |
| 7D | +19.1% | -6.4% | +25.5% | +24.9% |
| 30D | -10.0% | -7.1% | -3.0% | -6.5% |
| 3M | +1.3% | -1.6% | +2.9% | +1.3% |
| 6M | +133.8% | -8.3% | +142.1% | +148.0% |
| YTD | +373.3% | -23.8% | +397.1% | +472.7% |
| 1Y | +256.2% | -28.7% | +284.9% | +357.8% |
| All | +98.2% | +48.1% | +50.1% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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