+793.1%
AEHR vs S
-71.9%
+865.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.1% | +5.2% | +5.2% |
| 7D | +19.1% | -1.2% | +20.3% | +19.6% |
| 30D | -10.0% | -12.6% | +2.5% | -6.0% |
| 3M | +1.3% | +27.6% | -26.2% | -10.7% |
| 6M | +133.8% | +35.5% | +98.3% | +96.6% |
| YTD | +373.3% | +29.6% | +343.7% | +300.8% |
| 1Y | +256.2% | +8.1% | +248.0% | +225.3% |
| 3Y | +93.2% | +14.8% | +78.5% | +61.5% |
| 5Y | +793.1% | -70.6% | +863.6% | +1,253.4% |
| All | +793.1% | -71.9% | +865.0% | +1,253.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling