+1,969.2%
AEHR vs EPAM
+158.4%
+1,810.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.6% | -7.8% | -7.4% |
| 7D | +24.2% | -1.1% | +25.3% | +24.3% |
| 30D | -21.2% | +41.8% | -63.1% | -30.4% |
| 3M | -52.8% | +63.4% | -116.1% | -60.6% |
| 6M | -36.9% | +72.2% | -109.1% | -50.5% |
| YTD | +202.3% | -20.0% | +222.4% | +202.7% |
| 1Y | +162.9% | -9.0% | +171.9% | +150.6% |
| 3Y | +149.1% | -30.4% | +179.5% | +150.7% |
| 5Y | +146.2% | -75.6% | +221.8% | +240.1% |
| All | +1,969.2% | +158.4% | +1,810.7% | +1,143.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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