+712.1%
AEHR vs FIVN
-82.2%
+794.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.4% | +0.4% |
| 7D | +9.8% | -7.8% | +17.6% | +13.0% |
| 30D | -26.7% | -1.7% | -25.0% | -27.3% |
| 3M | -8.1% | +47.2% | -55.3% | -26.6% |
| 6M | +123.1% | +82.7% | +40.3% | +50.8% |
| YTD | +369.0% | +52.9% | +316.1% | +236.9% |
| 1Y | +256.4% | +17.5% | +238.9% | +195.8% |
| 3Y | +96.4% | -55.8% | +152.2% | +152.5% |
| All | +712.1% | -82.2% | +794.3% | +1,446.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling