+228.1%
AEHR vs S
+10.1%
+218.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.4% | +12.7% | +13.0% |
| 7D | +6.7% | -7.7% | +14.5% | +8.1% |
| 30D | -12.7% | -5.3% | -7.3% | -12.3% |
| 3M | -26.0% | +20.3% | -46.3% | -28.4% |
| 6M | +102.2% | +47.4% | +54.8% | +84.4% |
| YTD | +327.2% | +32.5% | +294.7% | +299.1% |
| 1Y | +228.1% | +9.5% | +218.6% | +228.6% |
| All | +228.1% | +10.1% | +218.0% | +228.6% |
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