+836.6%
AEHR vs FN
+289.0%
+547.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.1% | +10.0% | +10.9% |
| 7D | +6.7% | -1.7% | +8.4% | +8.2% |
| 30D | -12.7% | -22.0% | +9.3% | +4.1% |
| 3M | -26.0% | -43.0% | +17.0% | +11.7% |
| 6M | +102.2% | -27.7% | +130.0% | +169.1% |
| YTD | +327.2% | -10.5% | +337.8% | +404.5% |
| 1Y | +228.1% | +12.5% | +215.6% | +241.3% |
| 3Y | +67.0% | +153.8% | -86.8% | +2.5% |
| All | +836.6% | +289.0% | +547.6% | +310.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling