+160.9%
AEHR vs FDS
-23.5%
+184.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.9% | -6.3% | -7.7% |
| 7D | +24.2% | -2.6% | +26.7% | +22.6% |
| 30D | -21.2% | +14.1% | -35.3% | -15.7% |
| 3M | -52.8% | +19.8% | -72.5% | -47.6% |
| 6M | -36.9% | +55.0% | -91.8% | -25.0% |
| YTD | +202.3% | +15.9% | +186.4% | +277.0% |
| 1Y | +162.9% | +24.2% | +138.7% | +221.7% |
| All | +160.9% | -23.5% | +184.4% | +272.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 3y: compounded portfolio wealth divided by compounded FDS 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…
3y analysis · Full analysis span regression · 6 months rolling