+1,870.3%
AEHR vs FND
+57.3%
+1,813.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.7% | +6.0% | +5.6% |
| 7D | +19.1% | -0.8% | +19.9% | +19.3% |
| 30D | -10.0% | -19.6% | +9.6% | -1.4% |
| 3M | +1.3% | -4.3% | +5.7% | +1.1% |
| 6M | +133.8% | -20.4% | +154.2% | +153.2% |
| YTD | +373.3% | -21.9% | +395.2% | +414.0% |
| 1Y | +256.2% | -45.2% | +301.4% | +351.2% |
| 3Y | +93.2% | -49.2% | +142.5% | +147.3% |
| 5Y | +793.1% | -61.8% | +854.9% | +1,128.7% |
| All | +1,870.3% | +57.3% | +1,813.0% | +1,912.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling