+1,449.3%
FDX vs AEHR
+346.0%
+1,103.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +10.4% | -9.4% | +0.5% |
| 7D | -2.1% | +8.1% | -10.2% | -2.6% |
| 30D | +10.4% | -15.9% | +26.3% | +10.8% |
| 3M | +0.5% | -43.9% | +44.3% | +2.3% |
| 6M | +6.5% | -37.1% | +43.6% | +6.4% |
| YTD | +40.2% | +225.8% | -185.6% | +27.8% |
| 1Y | +52.1% | +184.0% | -131.9% | +39.3% |
| 3Y | +72.8% | +168.5% | -95.7% | +52.7% |
| 5Y | +76.3% | +186.2% | -110.0% | +49.9% |
| 10Y | +155.7% | +2,078.1% | -1,922.4% | +87.0% |
| All | +1,449.3% | +346.0% | +1,103.3% | +918.9% |
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 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