-99.9%
AMIX vs AEHR
+238.4%
-338.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +9.0% | -9.0% | -2.8% |
| 7D | -16.0% | -2.4% | -13.6% | -17.0% |
| 30D | -55.4% | -40.1% | -15.4% | -49.2% |
| 3M | -87.5% | -46.3% | -41.2% | -85.9% |
| 6M | -81.2% | -44.6% | -36.6% | -77.9% |
| YTD | -86.8% | +165.3% | -252.2% | -85.7% |
| 1Y | -91.6% | +126.1% | -217.7% | -90.8% |
| All | -99.9% | +238.4% | -338.3% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling