+228.1%
AEHR vs FGI
+81.8%
+146.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +7.5% | +5.6% | +12.9% |
| 7D | +6.7% | +0.5% | +6.2% | +6.7% |
| 30D | -12.7% | +65.4% | -78.1% | -15.4% |
| 3M | -26.0% | +23.5% | -49.5% | -27.5% |
| 6M | +102.2% | +60.5% | +41.7% | +93.9% |
| YTD | +327.2% | +30.0% | +297.2% | +311.9% |
| 1Y | +228.1% | +82.1% | +146.0% | +221.4% |
| All | +228.1% | +81.8% | +146.3% | +221.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling