+827.9%
AEHR vs FTI
+1,109.5%
-281.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.0% | -0.3% |
| 7D | +23.0% | -5.6% | +28.6% | +26.7% |
| 30D | -19.9% | +0.4% | -20.4% | -19.9% |
| 3M | +0.5% | +8.1% | -7.6% | -3.9% |
| 6M | +123.6% | +16.7% | +106.9% | +104.9% |
| YTD | +364.6% | +70.0% | +294.7% | +258.2% |
| 1Y | +255.3% | +85.4% | +169.9% | +162.0% |
| 3Y | +89.7% | +265.9% | -176.2% | -1.9% |
| 5Y | +827.9% | +1,072.7% | -244.9% | +170.7% |
| All | +827.9% | +1,109.5% | -281.6% | +170.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling