+145.3%
AEHR vs EFX
-7.5%
+152.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +2.4% | -8.9% | -4.9% |
| 7D | -5.7% | +9.2% | -14.9% | +0.7% |
| 30D | -41.7% | +34.8% | -76.5% | -28.7% |
| 3M | -44.6% | +8.8% | -53.5% | -39.5% |
| 6M | -28.9% | +12.3% | -41.2% | -18.7% |
| YTD | +201.3% | -10.6% | +212.0% | +270.2% |
| 1Y | +145.3% | -6.7% | +152.1% | +189.8% |
| All | +145.3% | -7.5% | +152.8% | +189.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling