-2.3%
FERG vs AEHR
+255.0%
-257.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +13.1% | -10.8% | +1.2% |
| 7D | 0.0% | +6.7% | -6.8% | -0.7% |
| 30D | -10.2% | -12.7% | +2.5% | -9.8% |
| 3M | -0.6% | -26.0% | +25.4% | 0.0% |
| 6M | -6.5% | +102.2% | -108.7% | -18.0% |
| YTD | +4.2% | +327.2% | -323.1% | -16.9% |
| 1Y | -2.3% | +228.1% | -230.4% | -20.7% |
| All | -2.3% | +255.0% | -257.2% | -20.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling