+515.5%
AEHR vs EFX
+1,174.1%
-658.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.1% | +8.3% | +6.3% |
| 7D | +18.5% | -7.8% | +26.4% | +21.3% |
| 30D | -11.9% | -5.7% | -6.2% | -11.4% |
| 3M | -5.0% | +2.5% | -7.5% | -9.9% |
| 6M | +155.0% | -16.7% | +171.6% | +158.8% |
| YTD | +349.7% | -20.2% | +369.9% | +359.6% |
| 1Y | +260.4% | -31.4% | +291.8% | +289.5% |
| 3Y | +83.6% | -10.5% | +94.1% | +77.0% |
| 5Y | +917.8% | -35.2% | +953.0% | +1,018.1% |
| 10Y | +3,517.1% | +40.2% | +3,477.0% | +2,911.8% |
| All | +515.5% | +1,174.1% | -658.6% | +198.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling