+83.6%
AEHR vs S
+13.8%
+69.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.3% | +7.5% | +6.1% |
| 7D | +18.5% | -5.8% | +24.4% | +21.0% |
| 30D | -11.9% | -9.2% | -2.7% | -9.7% |
| 3M | -5.0% | +23.4% | -28.4% | -14.2% |
| 6M | +155.0% | +36.9% | +118.0% | +116.5% |
| YTD | +349.7% | +29.5% | +320.1% | +286.3% |
| 1Y | +260.4% | +5.4% | +255.0% | +238.3% |
| 3Y | +83.6% | +14.7% | +68.9% | +55.9% |
| All | +83.6% | +13.8% | +69.8% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling