+96.4%
AEHR vs MKTX
-25.3%
+121.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +9.8% | -0.2% | +10.0% | +9.8% |
| 30D | -26.7% | +0.7% | -27.5% | -26.7% |
| 3M | -8.1% | +40.8% | -48.9% | -6.6% |
| 6M | +123.1% | -8.0% | +131.1% | +124.0% |
| YTD | +369.0% | -8.7% | +377.7% | +371.2% |
| 1Y | +256.4% | -11.8% | +268.2% | +260.2% |
| 3Y | +96.4% | -24.0% | +120.4% | +117.1% |
| All | +96.4% | -25.3% | +121.6% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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