+2,078.1%
AEHR vs FE
+120.9%
+1,957.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.1% | +10.3% | +10.4% |
| 7D | +8.1% | -0.4% | +8.5% | +8.2% |
| 30D | -15.9% | +3.6% | -19.5% | -16.4% |
| 3M | -43.9% | +0.3% | -44.2% | -43.9% |
| 6M | -37.1% | +6.4% | -43.5% | -38.1% |
| YTD | +225.8% | +8.1% | +217.7% | +219.1% |
| 1Y | +184.0% | +4.6% | +179.4% | +179.9% |
| 3Y | +168.5% | +49.1% | +119.4% | +143.3% |
| 5Y | +186.2% | +46.1% | +140.1% | +157.7% |
| 10Y | +2,078.1% | +122.7% | +1,955.4% | +1,555.1% |
| All | +2,078.1% | +120.9% | +1,957.2% | +1,555.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling