-37.1%
AEHR vs DRI
+18.6%
-55.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.1% | +10.3% | +10.5% |
| 7D | +8.1% | -0.7% | +8.8% | +7.3% |
| 30D | -15.9% | +14.7% | -30.6% | -7.6% |
| 3M | -43.9% | +5.4% | -49.3% | -39.6% |
| 6M | -37.1% | +18.8% | -55.9% | -20.6% |
| All | -37.1% | +18.6% | -55.7% | -20.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling