+228.1%
AEHR vs M
+46.1%
+182.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.6% | +10.5% | +11.3% |
| 7D | +6.7% | +4.7% | +2.0% | +3.6% |
| 30D | -12.7% | -9.6% | -3.0% | -6.7% |
| 3M | -26.0% | +0.9% | -26.9% | -26.9% |
| 6M | +102.2% | +22.3% | +79.9% | +76.5% |
| YTD | +327.2% | +6.5% | +320.7% | +287.9% |
| 1Y | +228.1% | +38.8% | +189.3% | +145.0% |
| All | +228.1% | +46.1% | +182.0% | +145.0% |
Cumulative growth
Daily Returns
Daily percentage return beside M.
Daily Out/Under-Performance
Portfolio return minus M return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × M 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 1y: compounded portfolio wealth divided by compounded M 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…
1y analysis · Full analysis span regression · 6 months rolling