+160.9%
AEHR vs FN
+111.9%
+49.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -4.1% | -3.1% | -4.0% |
| 7D | +24.2% | +20.8% | +3.4% | +7.2% |
| 30D | -21.2% | -17.3% | -4.0% | -6.4% |
| 3M | -52.8% | -38.1% | -14.6% | -30.8% |
| 6M | -36.9% | -44.2% | +7.3% | +2.7% |
| YTD | +202.3% | -22.3% | +224.6% | +309.4% |
| 1Y | +162.9% | -20.9% | +183.8% | +251.9% |
| All | +160.9% | +111.9% | +49.0% | +54.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling