+712.1%
AEHR vs FTV
-2.3%
+714.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.6% |
| 7D | +9.8% | -4.0% | +13.7% | +14.9% |
| 30D | -26.7% | -11.0% | -15.7% | -16.3% |
| 3M | -8.1% | -8.4% | +0.3% | -1.6% |
| 6M | +123.1% | -2.6% | +125.6% | +123.3% |
| YTD | +369.0% | -0.6% | +369.6% | +326.3% |
| 1Y | +256.4% | +11.0% | +245.4% | +176.5% |
| 3Y | +96.4% | -6.3% | +102.7% | +96.5% |
| All | +712.1% | -2.3% | +714.4% | +730.4% |
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