+618.8%
AEHR vs FE
+561.4%
+57.4%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.6% | +13.7% | +13.2% |
| 7D | +6.7% | +1.9% | +4.8% | +6.3% |
| 30D | -12.7% | -1.2% | -11.5% | -12.5% |
| 3M | -26.0% | +3.5% | -29.5% | -26.8% |
| 6M | +102.2% | -6.1% | +108.3% | +103.3% |
| YTD | +327.2% | +7.6% | +319.6% | +318.5% |
| 1Y | +228.1% | +11.9% | +216.2% | +218.8% |
| 3Y | +67.0% | +48.4% | +18.6% | +51.6% |
| 5Y | +928.1% | +44.8% | +883.3% | +828.3% |
| 10Y | +3,269.5% | +115.9% | +3,153.6% | +2,610.3% |
| All | +618.8% | +561.4% | +57.4% | +241.0% |
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