+96.4%
AEHR vs FND
-50.3%
+146.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.4% |
| 7D | +9.8% | -5.8% | +15.5% | +13.3% |
| 30D | -26.7% | -20.2% | -6.5% | -17.2% |
| 3M | -8.1% | -12.0% | +3.9% | -4.4% |
| 6M | +123.1% | -18.5% | +141.6% | +142.4% |
| YTD | +369.0% | -22.3% | +391.2% | +417.3% |
| 1Y | +256.4% | -47.6% | +304.0% | +397.8% |
| 3Y | +96.4% | -49.8% | +146.1% | +179.2% |
| All | +96.4% | -50.3% | +146.7% | +179.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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