+96.4%
AEHR vs FWONK
+44.6%
+51.8%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.9% |
| 7D | +9.8% | +0.1% | +9.7% | +9.8% |
| 30D | -26.7% | -7.7% | -19.0% | -25.6% |
| 3M | -8.1% | +5.7% | -13.8% | -10.9% |
| 6M | +123.1% | +13.5% | +109.6% | +110.5% |
| YTD | +369.0% | -3.0% | +372.0% | +365.0% |
| 1Y | +256.4% | -6.4% | +262.8% | +258.8% |
| 3Y | +96.4% | +43.8% | +52.5% | +63.9% |
| All | +96.4% | +44.6% | +51.8% | +63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 3y: compounded portfolio wealth divided by compounded FWONK 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…
3y analysis · Full analysis span regression · 6 months rolling