+646.8%
AEHR vs FGI
-70.4%
+717.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +7.5% | +5.6% | +12.8% |
| 7D | +6.7% | +0.5% | +6.2% | +6.7% |
| 30D | -12.7% | +65.4% | -78.1% | -17.7% |
| 3M | -26.0% | +23.5% | -49.5% | -29.1% |
| 6M | +102.2% | +60.5% | +41.7% | +85.4% |
| YTD | +327.2% | +30.0% | +297.2% | +295.9% |
| 1Y | +228.1% | +82.1% | +146.0% | +186.8% |
| 3Y | +67.0% | -4.4% | +71.4% | +47.9% |
| All | +646.8% | -70.4% | +717.2% | +696.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling