+1,314.1%
AEHR vs EMB
+132.1%
+1,182.0%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | 0.0% | +13.1% | +13.1% |
| 7D | +6.7% | 0.0% | +6.8% | +6.8% |
| 30D | -12.7% | -0.3% | -12.4% | -12.5% |
| 3M | -26.0% | -0.4% | -25.6% | -25.3% |
| 6M | +102.2% | +0.1% | +102.1% | +105.8% |
| YTD | +327.2% | +1.6% | +325.7% | +327.7% |
| 1Y | +228.1% | +5.6% | +222.5% | +215.6% |
| 3Y | +67.0% | +29.8% | +37.2% | +32.9% |
| 5Y | +928.1% | +7.3% | +920.9% | +872.0% |
| 10Y | +3,269.5% | +30.4% | +3,239.1% | +2,717.4% |
| All | +1,314.1% | +132.1% | +1,182.0% | +724.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling