+917.8%
AEHR vs ES
-2.9%
+920.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.6% | +4.6% | +5.2% |
| 7D | +18.5% | +1.4% | +17.1% | +18.4% |
| 30D | -11.9% | -1.2% | -10.8% | -11.8% |
| 3M | -5.0% | +5.0% | -10.0% | -6.3% |
| 6M | +155.0% | -2.8% | +157.8% | +154.3% |
| YTD | +349.7% | +8.6% | +341.1% | +340.9% |
| 1Y | +260.4% | +18.9% | +241.5% | +247.7% |
| 3Y | +83.6% | +32.1% | +51.5% | +66.6% |
| 5Y | +917.8% | -5.1% | +922.9% | +882.8% |
| All | +917.8% | -2.9% | +920.7% | +882.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling