+774.3%
FCX vs AEHR
+484.8%
+289.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +13.1% | -12.9% | -0.8% |
| 7D | -4.9% | +6.7% | -11.6% | -5.4% |
| 30D | +4.8% | -12.7% | +17.5% | +5.4% |
| 3M | +4.6% | -26.0% | +30.6% | +5.4% |
| 6M | +10.8% | +102.2% | -91.4% | +2.3% |
| YTD | +44.2% | +327.2% | -283.0% | +25.1% |
| 1Y | +59.6% | +228.1% | -168.5% | +40.2% |
| 3Y | +82.2% | +67.0% | +15.2% | +59.1% |
| 5Y | +115.6% | +928.1% | -812.5% | +61.5% |
| 10Y | +670.6% | +3,269.5% | -2,599.0% | +395.4% |
| All | +774.3% | +484.8% | +289.5% | +401.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling