+3,541.9%
AEHR vs MKTX
+1,442.6%
+2,099.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -26.8% |
| 3M | -8.1% | +40.8% | -48.9% | -14.5% |
| 6M | +123.1% | -8.0% | +131.1% | +124.1% |
| YTD | +369.0% | -8.7% | +377.7% | +370.7% |
| 1Y | +256.4% | -11.8% | +268.2% | +258.4% |
| 3Y | +96.4% | -24.0% | +120.4% | +99.0% |
| 5Y | +836.6% | -60.3% | +896.9% | +978.6% |
| 10Y | +3,718.1% | +5.0% | +3,713.2% | +3,468.0% |
| All | +3,541.9% | +1,442.6% | +2,099.3% | +1,594.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling