+3,323.0%
AEHR vs FN
+899.8%
+2,423.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.1% | +10.0% | +11.3% |
| 7D | +6.7% | -1.7% | +8.4% | +7.9% |
| 30D | -12.7% | -22.0% | +9.3% | +0.9% |
| 3M | -26.0% | -43.0% | +17.0% | +3.8% |
| 6M | +102.2% | -27.7% | +130.0% | +157.8% |
| YTD | +327.2% | -10.5% | +337.8% | +395.2% |
| 1Y | +228.1% | +12.5% | +215.6% | +244.0% |
| 3Y | +67.0% | +153.8% | -86.8% | +18.6% |
| 5Y | +928.1% | +288.0% | +640.1% | +499.0% |
| All | +3,323.0% | +899.8% | +2,423.3% | +1,395.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 10y: compounded portfolio wealth divided by compounded FN 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…
10y analysis · Full analysis span regression · 6 months rolling