+146.2%
AEHR vs CRL
-13.0%
+159.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.5% | -6.7% | -6.8% |
| 7D | +24.2% | +8.9% | +15.3% | +17.4% |
| 30D | -21.2% | +14.0% | -35.2% | -26.9% |
| 3M | -52.8% | +19.8% | -72.6% | -57.9% |
| 6M | -36.9% | +102.0% | -138.9% | -63.1% |
| YTD | +202.3% | +70.8% | +131.5% | +95.7% |
| 1Y | +162.9% | +98.7% | +64.2% | +51.3% |
| 3Y | +149.1% | +98.2% | +51.0% | +34.5% |
| 5Y | +146.2% | -11.7% | +157.9% | +228.9% |
| All | +146.2% | -13.0% | +159.2% | +228.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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