+827.9%
AEHR vs CG
+2.7%
+825.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.5% | +0.3% |
| 7D | +23.0% | -9.8% | +32.8% | +34.3% |
| 30D | -19.9% | -10.3% | -9.6% | -13.7% |
| 3M | +0.5% | -1.7% | +2.2% | +0.6% |
| 6M | +123.6% | -9.8% | +133.4% | +142.3% |
| YTD | +364.6% | -25.6% | +390.2% | +487.6% |
| 1Y | +255.3% | -32.5% | +287.9% | +395.0% |
| 3Y | +89.7% | +45.6% | +44.1% | +16.3% |
| 5Y | +827.9% | +3.7% | +824.2% | +852.8% |
| All | +827.9% | +2.7% | +825.2% | +852.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling