+2,526.0%
AEHR vs FN
+2,887.5%
-361.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +11.7% | -2.7% | +4.4% |
| 7D | -2.4% | 0.0% | -2.4% | -0.9% |
| 30D | -40.1% | -34.3% | -5.7% | -28.3% |
| 3M | -46.3% | -39.9% | -6.4% | -33.4% |
| 6M | -44.6% | -51.8% | +7.2% | -23.8% |
| YTD | +165.3% | -28.1% | +193.5% | +228.6% |
| 1Y | +126.1% | -29.1% | +155.2% | +181.2% |
| 3Y | +132.2% | +102.4% | +29.8% | +117.6% |
| 5Y | +108.3% | +171.7% | -63.4% | +80.3% |
| 10Y | +1,538.2% | +773.5% | +764.7% | +1,082.0% |
| All | +2,526.0% | +2,887.5% | -361.5% | +1,194.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling