+917.8%
AEHR vs FE
+48.2%
+869.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +5.9% | +5.2% |
| 7D | +18.5% | +0.6% | +17.9% | +18.6% |
| 30D | -11.9% | -2.1% | -9.8% | -12.1% |
| 3M | -5.0% | +2.6% | -7.6% | -5.2% |
| 6M | +155.0% | -6.8% | +161.7% | +155.9% |
| YTD | +349.7% | +6.9% | +342.8% | +348.4% |
| 1Y | +260.4% | +11.6% | +248.9% | +259.1% |
| 3Y | +83.6% | +47.7% | +35.9% | +75.4% |
| 5Y | +917.8% | +46.2% | +871.6% | +1,040.3% |
| All | +917.8% | +48.2% | +869.6% | +1,040.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling