+127.0%
AEHR vs FTV
+17.3%
+109.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.1% | -6.8% | -6.8% |
| 7D | +6.4% | +3.9% | +2.5% | +2.1% |
| 30D | -20.3% | +18.7% | -39.0% | -34.4% |
| 3M | -53.8% | +10.0% | -63.8% | -58.8% |
| 6M | -44.8% | +14.6% | -59.4% | -54.2% |
| YTD | +182.2% | +23.4% | +158.8% | +99.6% |
| 1Y | +174.7% | +31.3% | +143.4% | +77.7% |
| 3Y | +143.5% | +39.8% | +103.7% | +43.8% |
| All | +127.0% | +17.3% | +109.7% | +73.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling