+49.3%
FERG vs AEHR
+86.3%
-37.0%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.8% | +0.8% | -0.8% |
| 7D | -1.0% | +23.0% | -24.0% | -2.9% |
| 30D | -11.8% | -19.9% | +8.1% | -10.6% |
| 3M | -1.2% | +0.5% | -1.8% | -3.7% |
| 6M | -2.3% | +123.6% | -125.9% | -13.8% |
| YTD | +0.8% | +364.6% | -363.9% | -18.4% |
| 1Y | +0.5% | +255.3% | -254.9% | -17.3% |
| All | +49.3% | +86.3% | -37.0% | +20.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling