+484.8%
AEHR vs FDS
+6,119.8%
-5,635.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -3.5% | +16.6% | +14.0% |
| 7D | +6.7% | -1.9% | +8.6% | +7.1% |
| 30D | -12.7% | +9.0% | -21.7% | -15.2% |
| 3M | -26.0% | +18.9% | -44.9% | -31.6% |
| 6M | +102.2% | +35.1% | +67.1% | +76.3% |
| YTD | +327.2% | +5.5% | +321.7% | +295.8% |
| 1Y | +228.1% | -16.8% | +244.9% | +222.7% |
| 3Y | +67.0% | -28.1% | +95.1% | +71.2% |
| 5Y | +928.1% | -17.4% | +945.5% | +926.3% |
| 10Y | +3,269.5% | +85.4% | +3,184.1% | +2,485.4% |
| All | +484.8% | +6,119.8% | -5,635.0% | +106.0% |
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