+748.5%
AEHR vs DRI
+71.2%
+677.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.8% | +7.1% | +6.7% |
| 7D | +18.5% | -1.2% | +19.8% | +19.6% |
| 30D | -11.9% | -0.4% | -11.5% | -11.6% |
| 3M | -5.0% | +9.5% | -14.5% | -13.2% |
| 6M | +155.0% | +6.5% | +148.5% | +137.5% |
| YTD | +349.7% | +18.4% | +331.3% | +277.3% |
| 1Y | +260.4% | +4.2% | +256.2% | +235.4% |
| 3Y | +83.6% | +57.1% | +26.5% | +12.4% |
| All | +748.5% | +71.2% | +677.3% | +371.3% |
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 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