+146.2%
AEHR vs COMP
-12.0%
+158.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.1% | -5.1% | -6.5% |
| 7D | +24.2% | +8.9% | +15.3% | +20.9% |
| 30D | -21.2% | +14.0% | -35.2% | -24.8% |
| 3M | -52.8% | -21.1% | -31.6% | -49.5% |
| 6M | -36.9% | +20.1% | -57.0% | -42.0% |
| YTD | +202.3% | -5.0% | +207.3% | +194.7% |
| 1Y | +162.9% | +5.7% | +157.2% | +146.8% |
| 3Y | +149.1% | +412.2% | -263.1% | +27.4% |
| 5Y | +146.2% | -12.1% | +158.3% | +166.0% |
| All | +146.2% | -12.0% | +158.2% | +166.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 COMP 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