+94.5%
AEHR vs FIVN
-55.8%
+150.4%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | +23.0% | -11.3% | +34.3% | +26.6% |
| 30D | -19.9% | -7.3% | -12.6% | -19.2% |
| 3M | +0.5% | +41.7% | -41.2% | -13.8% |
| 6M | +123.6% | +78.3% | +45.3% | +65.8% |
| YTD | +364.6% | +50.9% | +313.8% | +262.9% |
| 1Y | +255.3% | +19.7% | +235.7% | +214.1% |
| All | +94.5% | -55.8% | +150.4% | +134.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 3y: compounded portfolio wealth divided by compounded FIVN 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…
3y analysis · Full analysis span regression · 6 months rolling