+145.3%
AEHR vs FTV
+37.8%
+107.5%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +2.3% | -8.8% | -6.5% |
| 7D | -5.7% | +6.6% | -12.3% | -5.7% |
| 30D | -41.7% | +19.1% | -60.8% | -41.9% |
| 3M | -44.6% | +13.1% | -57.7% | -44.6% |
| 6M | -28.9% | +14.0% | -42.9% | -28.9% |
| YTD | +201.3% | +24.2% | +177.1% | +194.4% |
| 1Y | +145.3% | +36.4% | +109.0% | +130.2% |
| All | +145.3% | +37.8% | +107.5% | +130.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 1y: compounded portfolio wealth divided by compounded FTV 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…
1y analysis · Full analysis span regression · 6 months rolling