+286.3%
AEHR vs DRI
+7,236.7%
-6,950.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.4% | -7.0% | -6.7% |
| 7D | +6.4% | +1.1% | +5.3% | +6.1% |
| 30D | -20.3% | +9.7% | -30.0% | -22.3% |
| 3M | -53.8% | +3.2% | -57.0% | -54.4% |
| 6M | -44.8% | +20.6% | -65.4% | -47.8% |
| YTD | +182.2% | +28.3% | +154.0% | +163.0% |
| 1Y | +174.7% | +34.5% | +140.2% | +153.0% |
| 3Y | +143.5% | +66.5% | +77.0% | +114.1% |
| 5Y | +129.9% | +79.6% | +50.2% | +101.2% |
| 10Y | +1,786.8% | +333.8% | +1,453.0% | +1,223.7% |
| All | +286.3% | +7,236.7% | -6,950.4% | +121.7% |
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