+143.2%
AEHR vs DAR
-27.8%
+171.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.2% | -9.4% | -8.7% |
| 7D | +24.2% | +9.2% | +15.0% | +17.1% |
| 30D | -21.2% | -12.3% | -9.0% | -13.5% |
| 3M | -52.8% | -12.7% | -40.0% | -48.5% |
| 6M | -36.9% | -12.8% | -24.1% | -31.5% |
| YTD | +202.3% | +53.8% | +148.6% | +121.0% |
| 1Y | +162.9% | +60.3% | +102.6% | +86.1% |
| 3Y | +149.1% | +31.7% | +117.4% | +91.6% |
| All | +143.2% | -27.8% | +171.0% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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