+845.2%
AEHR vs EMB
+6.9%
+838.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.2% | +5.5% | +5.8% |
| 7D | +19.1% | 0.0% | +19.1% | +18.9% |
| 30D | -10.0% | -0.3% | -9.7% | -9.7% |
| 3M | +1.3% | -0.3% | +1.6% | +2.8% |
| 6M | +133.8% | +0.7% | +133.0% | +137.4% |
| YTD | +373.3% | +1.3% | +372.0% | +375.4% |
| 1Y | +256.2% | +4.7% | +251.5% | +232.2% |
| 3Y | +93.2% | +30.1% | +63.2% | +14.8% |
| All | +845.2% | +6.9% | +838.3% | +895.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling