+1,940.1%
AEHR vs FIVE
+562.8%
+1,377.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -8.5% | +7.3% | -15.8% | -11.0% |
| 30D | -29.6% | +18.1% | -47.7% | -34.5% |
| 3M | -43.9% | +7.7% | -51.6% | -46.1% |
| 6M | -38.7% | +13.6% | -52.3% | -43.4% |
| YTD | +195.0% | +34.6% | +160.5% | +157.1% |
| 1Y | +142.3% | +66.2% | +76.0% | +93.9% |
| 3Y | +143.1% | +43.5% | +99.7% | +92.4% |
| 5Y | +162.7% | +20.7% | +142.0% | +119.9% |
| 10Y | +1,940.1% | +541.5% | +1,398.6% | +1,083.6% |
| All | +1,940.1% | +562.8% | +1,377.3% | +1,083.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 10y: compounded portfolio wealth divided by compounded FIVE 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…
10y analysis · Full analysis span regression · 6 months rolling