+145.3%
AEHR vs S
+36.5%
+108.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.6% | -8.2% | -6.7% |
| 7D | -5.7% | -8.2% | +2.5% | -4.9% |
| 30D | -41.7% | -7.6% | -34.1% | -41.4% |
| 3M | -44.6% | +12.0% | -56.6% | -44.7% |
| 6M | -28.9% | +50.6% | -79.5% | -31.7% |
| YTD | +201.3% | +56.6% | +144.7% | +184.1% |
| 1Y | +145.3% | +39.2% | +106.1% | +142.7% |
| All | +145.3% | +36.5% | +108.8% | +142.7% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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