+836.6%
AEHR vs COMP
-31.2%
+867.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.5% | +12.6% | +12.9% |
| 7D | +6.7% | +1.4% | +5.4% | +6.2% |
| 30D | -12.7% | -13.3% | +0.7% | -9.1% |
| 3M | -26.0% | +41.1% | -67.1% | -34.4% |
| 6M | +102.2% | +17.2% | +85.0% | +88.2% |
| YTD | +327.2% | +5.2% | +322.0% | +305.6% |
| 1Y | +228.1% | +18.9% | +209.2% | +194.3% |
| 3Y | +67.0% | +215.9% | -148.9% | +2.2% |
| All | +836.6% | -31.2% | +867.8% | +561.6% |
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