+484.8%
AEHR vs DRI
+6,800.1%
-6,315.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.5% | +13.6% | +13.2% |
| 7D | +6.7% | +0.6% | +6.2% | +6.6% |
| 30D | -12.7% | +3.8% | -16.5% | -13.4% |
| 3M | -26.0% | +13.0% | -39.0% | -28.5% |
| 6M | +102.2% | +8.3% | +93.9% | +97.8% |
| YTD | +327.2% | +20.6% | +306.6% | +306.6% |
| 1Y | +228.1% | +6.5% | +221.7% | +221.4% |
| 3Y | +67.0% | +53.7% | +13.3% | +50.6% |
| 5Y | +928.1% | +72.7% | +855.5% | +814.6% |
| 10Y | +3,269.5% | +363.2% | +2,906.4% | +2,268.8% |
| All | +484.8% | +6,800.1% | -6,315.3% | +242.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling