+712.1%
AEHR vs QS
-74.9%
+787.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +0.1% |
| 7D | +9.8% | -3.6% | +13.4% | +11.3% |
| 30D | -26.7% | -17.2% | -9.5% | -20.5% |
| 3M | -8.1% | -27.0% | +18.9% | +6.2% |
| 6M | +123.1% | -24.6% | +147.6% | +159.4% |
| YTD | +369.0% | -49.3% | +418.3% | +536.4% |
| 1Y | +256.4% | -40.3% | +296.7% | +346.1% |
| 3Y | +96.4% | -23.8% | +120.2% | +81.5% |
| All | +712.1% | -74.9% | +787.0% | +937.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QS.
Daily Out/Under-Performance
Portfolio return minus QS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QS 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 QS 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