+96.4%
AEHR vs TRI
-18.9%
+115.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +1.3% |
| 7D | +9.8% | -7.9% | +17.7% | +8.0% |
| 30D | -26.7% | -4.5% | -22.2% | -27.1% |
| 3M | -8.1% | +22.1% | -30.2% | -4.3% |
| 6M | +123.1% | -2.8% | +125.8% | +139.4% |
| YTD | +369.0% | -23.4% | +392.4% | +422.9% |
| 1Y | +256.4% | -41.5% | +297.9% | +337.2% |
| 3Y | +96.4% | -19.2% | +115.6% | +116.8% |
| All | +96.4% | -18.9% | +115.3% | +116.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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