+712.1%
AEHR vs FWONK
+97.7%
+614.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.8% | +0.8% |
| 7D | +9.8% | +0.1% | +9.7% | +9.7% |
| 30D | -26.7% | -7.7% | -19.0% | -23.6% |
| 3M | -8.1% | +5.7% | -13.8% | -13.6% |
| 6M | +123.1% | +13.5% | +109.6% | +99.2% |
| YTD | +369.0% | -3.0% | +372.0% | +360.2% |
| 1Y | +256.4% | -6.4% | +262.8% | +258.1% |
| 3Y | +96.4% | +43.8% | +52.5% | +29.9% |
| All | +712.1% | +97.7% | +614.4% | +461.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling