+3,533.5%
AEHR vs FIVN
+282.0%
+3,251.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.8% | +8.0% | +6.0% |
| 7D | +19.1% | -9.6% | +28.7% | +22.0% |
| 30D | -10.0% | -11.9% | +1.9% | -8.0% |
| 3M | +1.3% | +40.1% | -38.8% | -11.6% |
| 6M | +133.8% | +68.3% | +65.4% | +86.4% |
| YTD | +373.3% | +51.5% | +321.8% | +284.0% |
| 1Y | +256.2% | +15.1% | +241.0% | +216.2% |
| 3Y | +93.2% | -55.6% | +148.8% | +120.3% |
| 5Y | +793.1% | -82.4% | +875.5% | +1,116.0% |
| 10Y | +3,753.2% | +114.5% | +3,638.7% | +3,152.5% |
| All | +3,533.5% | +282.0% | +3,251.4% | +2,681.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling