+396.4%
AEHR vs FE
+563.9%
-167.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -8.5% | -0.5% | -8.0% | -8.4% |
| 30D | -29.6% | +4.3% | -33.9% | -30.3% |
| 3M | -43.9% | +0.4% | -44.3% | -44.1% |
| 6M | -38.7% | +6.9% | -45.7% | -39.9% |
| YTD | +195.0% | +8.0% | +187.0% | +188.2% |
| 1Y | +142.3% | +4.8% | +137.4% | +138.0% |
| 3Y | +143.1% | +49.0% | +94.2% | +120.3% |
| 5Y | +162.7% | +46.2% | +116.4% | +136.7% |
| 10Y | +1,940.1% | +120.9% | +1,819.2% | +1,532.5% |
| All | +396.4% | +563.9% | -167.5% | +134.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling