-91.6%
AMIX vs AEHR
+147.2%
-238.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.6% | +3.5% | +0.8% |
| 7D | -25.1% | -5.7% | -19.4% | -24.4% |
| 30D | -54.5% | -41.7% | -12.8% | -40.1% |
| 3M | -91.7% | -44.6% | -47.1% | -89.5% |
| 6M | -79.4% | -28.9% | -50.5% | -74.4% |
| YTD | -86.1% | +201.3% | -287.4% | -85.1% |
| 1Y | -91.6% | +145.3% | -236.9% | -90.6% |
| All | -91.6% | +147.2% | -238.8% | -90.6% |
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