+712.1%
AEHR vs TRI
-10.0%
+722.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.8% |
| 7D | +9.8% | -7.9% | +17.7% | +10.7% |
| 30D | -26.7% | -4.5% | -22.2% | -27.0% |
| 3M | -8.1% | +22.1% | -30.2% | -14.6% |
| 6M | +123.1% | -2.8% | +125.8% | +123.0% |
| YTD | +369.0% | -23.4% | +392.4% | +438.0% |
| 1Y | +256.4% | -41.5% | +297.9% | +406.6% |
| 3Y | +96.4% | -19.2% | +115.6% | +70.9% |
| All | +712.1% | -10.0% | +722.1% | +543.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling