+484.8%
AEHR vs ES
+1,679.2%
-1,194.3%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ES | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.6% | +13.7% | +13.2% |
| 7D | +6.7% | +0.3% | +6.4% | +6.6% |
| 30D | -12.7% | -2.0% | -10.7% | -12.4% |
| 3M | -26.0% | +1.7% | -27.7% | -26.8% |
| 6M | +102.2% | -3.5% | +105.7% | +102.4% |
| YTD | +327.2% | +7.9% | +319.3% | +316.5% |
| 1Y | +228.1% | +17.2% | +210.9% | +213.1% |
| 3Y | +67.0% | +29.3% | +37.7% | +53.0% |
| 5Y | +928.1% | -5.7% | +933.9% | +900.9% |
| 10Y | +3,269.5% | +85.2% | +3,184.3% | +2,558.7% |
| All | +484.8% | +1,679.2% | -1,194.3% | +261.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling