+917.8%
AEHR vs FIVE
+38.7%
+879.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.7% | +4.5% | +4.8% |
| 7D | +18.5% | +3.7% | +14.9% | +16.5% |
| 30D | -11.9% | +4.0% | -15.9% | -14.3% |
| 3M | -5.0% | +36.2% | -41.2% | -20.6% |
| 6M | +155.0% | +18.0% | +136.9% | +128.0% |
| YTD | +349.7% | +34.9% | +314.8% | +276.4% |
| 1Y | +260.4% | +67.9% | +192.5% | +170.6% |
| 3Y | +83.6% | +57.3% | +26.3% | +32.6% |
| 5Y | +917.8% | +39.5% | +878.3% | +765.0% |
| All | +917.8% | +38.7% | +879.1% | +765.0% |
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