+3,912.3%
AEHR vs FTV
+80.7%
+3,831.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.7% |
| 7D | +9.8% | -4.0% | +13.7% | +13.2% |
| 30D | -26.7% | -11.0% | -15.7% | -19.8% |
| 3M | -8.1% | -8.4% | +0.3% | -3.4% |
| 6M | +123.1% | -2.6% | +125.6% | +125.2% |
| YTD | +369.0% | -0.6% | +369.6% | +348.6% |
| 1Y | +256.4% | +11.0% | +245.4% | +210.8% |
| 3Y | +96.4% | -6.3% | +102.7% | +103.2% |
| 5Y | +836.6% | -1.5% | +838.1% | +841.2% |
| All | +3,912.3% | +80.7% | +3,831.6% | +2,733.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling