+707.2%
AEHR vs VIK
+225.1%
+482.2%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | 0.0% |
| 7D | +9.8% | -0.9% | +10.7% | +10.4% |
| 30D | -26.7% | -18.4% | -8.3% | -14.0% |
| 3M | -8.1% | -8.8% | +0.7% | -0.3% |
| 6M | +123.1% | +17.1% | +105.9% | +100.3% |
| YTD | +369.0% | +19.0% | +349.9% | +312.6% |
| 1Y | +256.4% | +30.1% | +226.2% | +193.1% |
| All | +707.2% | +225.1% | +482.2% | +323.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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