+228.1%
AEHR vs QSR
+33.2%
+194.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.1% | +13.2% | +13.1% |
| 7D | +6.7% | +2.4% | +4.3% | +6.8% |
| 30D | -12.7% | +7.6% | -20.3% | -12.6% |
| 3M | -26.0% | +12.6% | -38.6% | -26.9% |
| 6M | +102.2% | +14.4% | +87.8% | +95.0% |
| YTD | +327.2% | +19.6% | +307.6% | +309.4% |
| 1Y | +228.1% | +33.9% | +194.2% | +198.4% |
| All | +228.1% | +33.2% | +194.9% | +198.4% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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