+94.5%
AEHR vs EFX
-12.7%
+107.2%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | +23.0% | -11.1% | +34.1% | +24.5% |
| 30D | -19.9% | -7.4% | -12.6% | -19.8% |
| 3M | +0.5% | +1.5% | -1.0% | -3.8% |
| 6M | +123.6% | -13.7% | +137.3% | +127.8% |
| YTD | +364.6% | -21.9% | +386.5% | +391.0% |
| 1Y | +255.3% | -30.8% | +286.1% | +298.3% |
| All | +94.5% | -12.7% | +107.2% | +71.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling