+98.2%
AEHR vs DRI
+54.2%
+44.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.6% | +6.9% | +6.1% |
| 7D | +19.1% | -4.8% | +23.9% | +22.2% |
| 30D | -10.0% | -3.9% | -6.1% | -7.9% |
| 3M | +1.3% | +5.1% | -3.8% | -2.5% |
| 6M | +133.8% | +5.5% | +128.3% | +123.7% |
| YTD | +373.3% | +16.5% | +356.8% | +320.3% |
| 1Y | +256.2% | +2.0% | +254.2% | +241.5% |
| All | +98.2% | +54.2% | +44.0% | +54.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling