+260.4%
AEHR vs FN
+11.2%
+249.3%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +2.2% | +3.1% | +3.1% |
| 7D | +18.5% | +3.5% | +15.0% | +14.7% |
| 30D | -11.9% | -26.0% | +14.1% | +18.3% |
| 3M | -5.0% | -33.3% | +28.2% | +43.2% |
| 6M | +155.0% | -14.9% | +169.9% | +215.8% |
| YTD | +349.7% | -8.6% | +358.2% | +429.5% |
| 1Y | +260.4% | +12.3% | +248.1% | +249.4% |
| All | +260.4% | +11.2% | +249.3% | +249.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling