-79.7%
AMIX vs AEHR
+255.0%
-334.6%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +13.1% | -15.0% | -9.7% |
| 7D | -13.7% | +6.7% | -20.5% | -18.1% |
| 30D | -62.1% | -12.7% | -49.4% | -62.0% |
| 3M | -46.2% | -26.0% | -20.2% | -40.3% |
| 6M | -46.4% | +102.2% | -148.6% | -45.1% |
| YTD | -60.3% | +327.2% | -387.5% | -64.4% |
| 1Y | -79.7% | +228.1% | -307.8% | -80.8% |
| All | -79.7% | +255.0% | -334.6% | -80.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 1y: compounded portfolio wealth divided by compounded AEHR 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…
1y analysis · Full analysis span regression · 6 months rolling