+146.2%
AEHR vs PR
+269.8%
-123.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +2.0% | -9.2% | -8.0% |
| 7D | +24.2% | +6.7% | +17.5% | +20.9% |
| 30D | -21.2% | -6.1% | -15.1% | -19.3% |
| 3M | -52.8% | +6.9% | -59.6% | -54.5% |
| 6M | -36.9% | +14.6% | -51.5% | -41.6% |
| YTD | +202.3% | +66.1% | +136.2% | +132.0% |
| 1Y | +162.9% | +77.0% | +85.9% | +96.0% |
| 3Y | +149.1% | +93.8% | +55.3% | +75.6% |
| 5Y | +146.2% | +268.2% | -122.0% | +16.0% |
| All | +146.2% | +269.8% | -123.6% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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