+144.4%
AEHR vs FIVE
+19.1%
+125.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +5.6% | +6.0% | +8.7% |
| 7D | +16.2% | +6.2% | +10.0% | +12.7% |
| 30D | -29.3% | +18.2% | -47.5% | -35.3% |
| 3M | -42.0% | +3.8% | -45.8% | -43.7% |
| 6M | -38.5% | +13.7% | -52.2% | -44.4% |
| YTD | +196.2% | +34.7% | +161.5% | +148.5% |
| 1Y | +144.3% | +66.6% | +77.7% | +84.0% |
| 3Y | +158.0% | +44.3% | +113.7% | +103.4% |
| 5Y | +144.4% | +18.8% | +125.7% | +146.7% |
| All | +144.4% | +19.1% | +125.3% | +146.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling