+2,078.1%
AEHR vs ES
+92.3%
+1,985.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +1.3% | +9.1% | +10.3% |
| 7D | +8.1% | +0.1% | +8.0% | +8.0% |
| 30D | -15.9% | +6.7% | -22.6% | -16.7% |
| 3M | -43.9% | +0.3% | -44.2% | -44.0% |
| 6M | -37.1% | +7.4% | -44.5% | -38.3% |
| YTD | +225.8% | +8.4% | +217.4% | +218.8% |
| 1Y | +184.0% | +0.6% | +183.4% | +180.6% |
| 3Y | +168.5% | +50.6% | +117.9% | +143.3% |
| 5Y | +186.2% | +4.8% | +181.4% | +172.8% |
| 10Y | +2,078.1% | +93.1% | +1,985.0% | +1,617.2% |
| All | +2,078.1% | +92.3% | +1,985.8% | +1,617.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ES.
Daily Out/Under-Performance
Portfolio return minus ES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ES 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 ES 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