+2,023.6%
AEHR vs FTI
+2,107.5%
-84.0%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.4% | +5.7% | +5.4% |
| 7D | +19.1% | -2.3% | +21.4% | +19.9% |
| 30D | -10.0% | +5.0% | -15.0% | -11.2% |
| 3M | +1.3% | +13.8% | -12.5% | -2.7% |
| 6M | +133.8% | +22.9% | +110.9% | +119.7% |
| YTD | +373.3% | +75.0% | +298.3% | +304.7% |
| 1Y | +256.2% | +96.9% | +159.3% | +194.0% |
| 3Y | +93.2% | +276.7% | -183.5% | +31.4% |
| 5Y | +793.1% | +1,157.0% | -363.9% | +332.2% |
| 10Y | +3,753.2% | +310.7% | +3,442.5% | +2,020.7% |
| All | +2,023.6% | +2,107.5% | -84.0% | +513.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling