+4,536.4%
AEHR vs FIVE
+874.1%
+3,662.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +5.6% | +6.0% | +9.6% |
| 7D | +16.2% | +6.2% | +10.0% | +13.8% |
| 30D | -29.3% | +18.2% | -47.5% | -33.5% |
| 3M | -42.0% | +3.8% | -45.8% | -43.1% |
| 6M | -38.5% | +13.7% | -52.2% | -42.5% |
| YTD | +196.2% | +34.7% | +161.5% | +164.0% |
| 1Y | +144.3% | +66.6% | +77.7% | +102.5% |
| 3Y | +158.0% | +44.3% | +113.7% | +110.9% |
| 5Y | +144.4% | +18.8% | +125.7% | +111.0% |
| 10Y | +1,867.4% | +569.2% | +1,298.2% | +1,070.6% |
| All | +4,536.4% | +874.1% | +3,662.3% | +2,306.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling