+286.3%
AEHR vs FDS
+6,752.7%
-6,466.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -6.9% | -6.7% |
| 7D | +6.4% | +1.5% | +4.9% | +6.1% |
| 30D | -20.3% | +14.8% | -35.1% | -23.6% |
| 3M | -53.8% | +16.3% | -70.1% | -56.4% |
| 6M | -44.8% | +66.2% | -111.0% | -54.7% |
| YTD | +182.2% | +16.2% | +166.0% | +151.5% |
| 1Y | +174.7% | +21.8% | +152.9% | +140.7% |
| 3Y | +143.5% | -23.9% | +167.4% | +143.1% |
| 5Y | +129.9% | -23.1% | +153.0% | +131.5% |
| 10Y | +1,786.8% | +128.7% | +1,658.0% | +1,254.5% |
| All | +286.3% | +6,752.7% | -6,466.4% | +30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling