+3,912.3%
AEHR vs FTI
+305.3%
+3,607.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.6% |
| 7D | +9.8% | -4.4% | +14.2% | +11.4% |
| 30D | -26.7% | +1.5% | -28.2% | -27.0% |
| 3M | -8.1% | +8.2% | -16.3% | -10.7% |
| 6M | +123.1% | +18.8% | +104.2% | +110.1% |
| YTD | +369.0% | +71.7% | +297.3% | +295.6% |
| 1Y | +256.4% | +90.0% | +166.3% | +190.7% |
| 3Y | +96.4% | +270.5% | -174.1% | +28.7% |
| 5Y | +836.6% | +1,084.5% | -247.9% | +341.3% |
| All | +3,912.3% | +305.3% | +3,607.0% | +2,143.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 10y: compounded portfolio wealth divided by compounded FTI 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…
10y analysis · Full analysis span regression · 6 months rolling