+186.2%
AEHR vs FFIV
+41.1%
+145.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.9% | +9.6% | +9.6% |
| 7D | +8.1% | -2.9% | +11.1% | +12.4% |
| 30D | -15.9% | -32.4% | +16.6% | +18.4% |
| 3M | -43.9% | -22.7% | -21.2% | -31.6% |
| 6M | -37.1% | -10.7% | -26.4% | -32.9% |
| YTD | +225.8% | +25.4% | +200.4% | +148.5% |
| 1Y | +184.0% | +34.2% | +149.9% | +102.8% |
| 3Y | +168.5% | +101.2% | +67.3% | +18.2% |
| 5Y | +186.2% | +42.0% | +144.3% | +91.4% |
| All | +186.2% | +41.1% | +145.1% | +91.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling