+3,025.4%
AEHR vs S
-56.8%
+3,082.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +0.4% | +12.7% | +12.9% |
| 7D | +6.7% | -7.7% | +14.5% | +10.2% |
| 30D | -12.7% | -5.3% | -7.3% | -11.7% |
| 3M | -26.0% | +20.3% | -46.3% | -33.0% |
| 6M | +102.2% | +47.4% | +54.8% | +63.3% |
| YTD | +327.2% | +32.5% | +294.7% | +257.8% |
| 1Y | +228.1% | +9.5% | +218.6% | +197.4% |
| 3Y | +67.0% | +15.5% | +51.5% | +38.8% |
| 5Y | +928.1% | -71.2% | +999.3% | +1,422.0% |
| All | +3,025.4% | -56.8% | +3,082.1% | +3,425.5% |
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