+143.2%
AEHR vs FGI
+45.3%
+97.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +1.9% | +9.7% | +11.6% |
| 7D | +16.2% | -1.4% | +17.6% | +16.3% |
| 30D | -29.3% | -3.2% | -26.1% | -29.3% |
| 3M | -42.0% | +64.1% | -106.1% | -44.2% |
| 6M | -38.5% | +17.2% | -55.7% | -39.7% |
| YTD | +196.2% | +31.6% | +164.7% | +182.6% |
| All | +143.2% | +45.3% | +97.9% | +128.7% |
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