+1,831.5%
AEHR vs EMB
+36.5%
+1,795.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.2% | -6.4% | -6.2% |
| 7D | +6.4% | -0.9% | +7.3% | +8.6% |
| 30D | -20.3% | +0.4% | -20.6% | -20.7% |
| 3M | -53.8% | -3.1% | -50.7% | -50.8% |
| 6M | -44.8% | -2.1% | -42.8% | -41.8% |
| YTD | +182.2% | -1.1% | +183.3% | +197.9% |
| 1Y | +174.7% | -0.1% | +174.8% | +184.8% |
| 3Y | +143.5% | +29.6% | +113.9% | +66.9% |
| 5Y | +129.9% | +7.2% | +122.7% | +112.9% |
| All | +1,831.5% | +36.5% | +1,795.1% | +1,159.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling