+177.0%
FDX vs AEHR
+3,808.7%
-3,631.7%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.7% | +1.0% |
| 7D | -3.9% | +23.0% | -26.9% | -5.3% |
| 30D | -3.3% | -19.9% | +16.6% | -2.2% |
| 3M | -2.0% | +0.5% | -2.5% | -3.8% |
| 6M | +8.0% | +123.6% | -115.5% | -1.3% |
| YTD | +35.0% | +364.6% | -329.6% | +15.8% |
| 1Y | +73.7% | +255.3% | -181.7% | +50.6% |
| 3Y | +61.6% | +89.7% | -28.1% | +38.1% |
| 5Y | +65.4% | +827.9% | -762.5% | +19.7% |
| All | +177.0% | +3,808.7% | -3,631.7% | +64.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling