+793.1%
AEHR vs FDS
-23.5%
+816.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -3.4% | +8.7% | +5.4% |
| 7D | +19.1% | -8.8% | +27.9% | +19.4% |
| 30D | -10.0% | -1.4% | -8.6% | -10.3% |
| 3M | +1.3% | +13.9% | -12.6% | -2.3% |
| 6M | +133.8% | +27.4% | +106.4% | +110.4% |
| YTD | +373.3% | -2.5% | +375.8% | +386.8% |
| 1Y | +256.2% | -23.8% | +280.0% | +327.8% |
| 3Y | +93.2% | -32.5% | +125.7% | +143.2% |
| 5Y | +793.1% | -23.2% | +816.3% | +1,282.2% |
| All | +793.1% | -23.5% | +816.5% | +1,282.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling