+1,831.5%
AEHR vs DRI
+331.7%
+1,499.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.4% | -7.0% | -6.8% |
| 7D | +6.4% | +1.1% | +5.3% | +6.0% |
| 30D | -20.3% | +9.7% | -30.0% | -23.5% |
| 3M | -53.8% | +3.2% | -57.0% | -54.9% |
| 6M | -44.8% | +20.6% | -65.4% | -49.9% |
| YTD | +182.2% | +28.3% | +154.0% | +149.7% |
| 1Y | +174.7% | +34.5% | +140.2% | +138.1% |
| 3Y | +143.5% | +66.5% | +77.0% | +94.2% |
| 5Y | +129.9% | +79.6% | +50.2% | +79.9% |
| All | +1,831.5% | +331.7% | +1,499.8% | +833.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 10y: compounded portfolio wealth divided by compounded DRI 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…
10y analysis · Full analysis span regression · 6 months rolling