+2,058.3%
AEHR vs S
-49.1%
+2,107.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.2% |
| 7D | -8.5% | +1.4% | -9.9% | -8.3% |
| 30D | -29.6% | -10.8% | -18.8% | -25.5% |
| 3M | -43.9% | +5.4% | -49.3% | -46.3% |
| 6M | -38.7% | +41.2% | -80.0% | -49.1% |
| YTD | +195.0% | +56.2% | +138.8% | +128.2% |
| 1Y | +142.3% | +36.3% | +106.0% | +98.4% |
| 3Y | +143.1% | +49.4% | +93.7% | +79.7% |
| 5Y | +162.7% | -66.9% | +229.5% | +259.8% |
| All | +2,058.3% | -49.1% | +2,107.4% | +2,148.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling