+917.8%
AEHR vs M
+24.8%
+893.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | M | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.6% | +7.9% | +6.6% |
| 7D | +18.5% | +2.4% | +16.2% | +17.2% |
| 30D | -11.9% | -11.6% | -0.3% | -6.6% |
| 3M | -5.0% | +1.6% | -6.6% | -6.2% |
| 6M | +155.0% | +25.2% | +129.7% | +129.2% |
| YTD | +349.7% | +3.8% | +345.9% | +338.3% |
| 1Y | +260.4% | +36.3% | +224.1% | +206.8% |
| 3Y | +83.6% | +116.3% | -32.7% | +15.7% |
| 5Y | +917.8% | +28.2% | +889.6% | +631.8% |
| All | +917.8% | +24.8% | +893.0% | +631.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling