+3,875.0%
AEHR vs DRI
+348.7%
+3,526.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -1.5% |
| 7D | +23.0% | -4.8% | +27.8% | +25.4% |
| 30D | -19.9% | -5.2% | -14.7% | -18.2% |
| 3M | +0.5% | +2.7% | -2.2% | -1.2% |
| 6M | +123.6% | +3.6% | +120.0% | +118.8% |
| YTD | +364.6% | +15.4% | +349.2% | +333.3% |
| 1Y | +255.3% | +1.3% | +254.1% | +248.8% |
| 3Y | +89.7% | +53.1% | +36.6% | +58.1% |
| 5Y | +827.9% | +64.6% | +763.3% | +660.4% |
| All | +3,875.0% | +348.7% | +3,526.3% | +1,647.3% |
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