+5,610.1%
AEHR vs FTV
+89.3%
+5,520.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.8% | +6.0% | +5.8% |
| 7D | +18.5% | -0.4% | +18.9% | +18.6% |
| 30D | -11.9% | -8.3% | -3.6% | -6.0% |
| 3M | -5.0% | -7.4% | +2.4% | -1.2% |
| 6M | +155.0% | -1.2% | +156.2% | +154.3% |
| YTD | +349.7% | +2.7% | +347.0% | +320.6% |
| 1Y | +260.4% | +18.4% | +242.0% | +199.6% |
| 3Y | +83.6% | -2.0% | +85.6% | +83.8% |
| 5Y | +917.8% | +3.4% | +914.4% | +892.9% |
| 10Y | +3,517.1% | +78.5% | +3,438.6% | +2,844.7% |
| All | +5,610.1% | +89.3% | +5,520.7% | +4,753.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling