+827.9%
AEHR vs FND
-62.8%
+890.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -0.9% |
| 7D | +23.0% | -5.1% | +28.1% | +27.1% |
| 30D | -19.9% | -22.5% | +2.6% | -6.2% |
| 3M | +0.5% | -5.0% | +5.5% | -0.2% |
| 6M | +123.6% | -21.5% | +145.1% | +152.0% |
| YTD | +364.6% | -23.0% | +387.7% | +423.7% |
| 1Y | +255.3% | -44.9% | +300.2% | +402.0% |
| 3Y | +89.7% | -50.0% | +139.7% | +163.9% |
| 5Y | +827.9% | -63.3% | +891.2% | +1,822.1% |
| All | +827.9% | -62.8% | +890.7% | +1,822.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling