+613.6%
FCX vs AEHR
+286.3%
+327.3%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.7% | +4.6% | -1.5% |
| 7D | -0.3% | +6.4% | -6.7% | -0.9% |
| 30D | -14.7% | -20.3% | +5.6% | -13.7% |
| 3M | -11.2% | -53.8% | +42.6% | -6.6% |
| 6M | -11.4% | -44.8% | +33.4% | -9.5% |
| YTD | +17.7% | +182.2% | -164.5% | +4.7% |
| 1Y | +47.5% | +174.7% | -127.2% | +31.4% |
| 3Y | +83.9% | +143.5% | -59.6% | +57.1% |
| 5Y | +54.0% | +129.9% | -75.9% | +26.3% |
| 10Y | +372.9% | +1,786.8% | -1,413.9% | +215.5% |
| All | +613.6% | +286.3% | +327.3% | +319.5% |
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