+243.1%
AEHR vs Q
+71.3%
+171.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.7% | +11.4% | +10.8% |
| 7D | +6.7% | +0.2% | +6.5% | +6.6% |
| 30D | -12.7% | -11.1% | -1.5% | +3.6% |
| 3M | -26.0% | -22.1% | -3.9% | +8.6% |
| 6M | +102.2% | +0.5% | +101.7% | +121.8% |
| YTD | +327.2% | +47.8% | +279.4% | +248.6% |
| All | +243.1% | +71.3% | +171.8% | +204.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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