+186.2%
AEHR vs DRI
+78.6%
+107.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.1% | +10.3% | +10.3% |
| 7D | +8.1% | -0.7% | +8.8% | +8.9% |
| 30D | -15.9% | +14.7% | -30.6% | -25.2% |
| 3M | -43.9% | +5.4% | -49.3% | -47.2% |
| 6M | -37.1% | +18.8% | -55.9% | -48.0% |
| YTD | +225.8% | +28.4% | +197.4% | +149.0% |
| 1Y | +184.0% | +37.7% | +146.4% | +102.6% |
| 3Y | +168.5% | +68.0% | +100.5% | +48.3% |
| 5Y | +186.2% | +78.8% | +107.5% | +39.9% |
| All | +186.2% | +78.6% | +107.6% | +39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling