+793.1%
AEHR vs GEN
+20.0%
+773.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.2% | +5.4% | +5.3% |
| 7D | +19.1% | -2.9% | +22.0% | +20.2% |
| 30D | -10.0% | +2.1% | -12.1% | -11.7% |
| 3M | +1.3% | +19.7% | -18.4% | -8.9% |
| 6M | +133.8% | +33.3% | +100.5% | +94.6% |
| YTD | +373.3% | +11.1% | +362.2% | +332.9% |
| 1Y | +256.2% | +3.0% | +253.2% | +240.4% |
| 3Y | +93.2% | +57.9% | +35.4% | +46.0% |
| 5Y | +793.1% | +20.6% | +772.5% | +654.7% |
| All | +793.1% | +20.0% | +773.1% | +654.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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