+127.0%
AEHR vs FN
+169.4%
-42.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -7.3% | +0.7% | -1.3% |
| 7D | +6.4% | +0.3% | +6.1% | +6.5% |
| 30D | -20.3% | -16.5% | -3.8% | -6.5% |
| 3M | -53.8% | -42.1% | -11.7% | -30.5% |
| 6M | -44.8% | -52.9% | +8.1% | -2.0% |
| YTD | +182.2% | -28.0% | +210.2% | +297.1% |
| 1Y | +174.7% | -18.5% | +193.2% | +260.1% |
| 3Y | +143.5% | +93.9% | +49.6% | +86.3% |
| All | +127.0% | +169.4% | -42.4% | +23.8% |
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