+83.6%
AEHR vs FFIV
+141.9%
-58.3%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.2% | +5.5% | +5.4% |
| 7D | +18.5% | -1.5% | +20.1% | +20.1% |
| 30D | -11.9% | -2.7% | -9.3% | -10.0% |
| 3M | -5.0% | -1.7% | -3.4% | -3.3% |
| 6M | +155.0% | +36.1% | +118.8% | +95.3% |
| YTD | +349.7% | +52.6% | +297.0% | +213.5% |
| 1Y | +260.4% | +21.5% | +238.9% | +202.5% |
| 3Y | +83.6% | +142.7% | -59.1% | -22.1% |
| All | +83.6% | +141.9% | -58.3% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 3y: compounded portfolio wealth divided by compounded FFIV 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…
3y analysis · Full analysis span regression · 6 months rolling