-99.9%
AMIX vs AEHR
+259.9%
-359.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.7% | +7.8% | +3.1% |
| 7D | -9.9% | +6.4% | -16.2% | -12.4% |
| 30D | -52.8% | -20.3% | -32.5% | -51.2% |
| 3M | -80.0% | -53.8% | -26.2% | -76.1% |
| 6M | -80.2% | -44.8% | -35.4% | -77.4% |
| YTD | -88.1% | +182.2% | -270.4% | -87.5% |
| 1Y | -91.1% | +174.7% | -265.8% | -90.6% |
| All | -99.9% | +259.9% | -359.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling