+1,335.0%
FERG vs AEHR
+6,830.5%
-5,495.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +5.3% | -6.2% | -1.1% |
| 7D | +3.4% | +18.5% | -15.2% | +2.6% |
| 30D | -11.5% | -11.9% | +0.4% | -11.3% |
| 3M | +1.3% | -5.0% | +6.3% | +0.5% |
| 6M | -1.0% | +155.0% | -155.9% | -6.1% |
| YTD | +3.2% | +349.7% | -346.5% | -4.6% |
| 1Y | -3.0% | +260.4% | -263.4% | -9.9% |
| 3Y | +55.0% | +83.6% | -28.6% | +42.4% |
| 5Y | +72.6% | +917.8% | -845.2% | +50.9% |
| 10Y | +358.9% | +3,517.1% | -3,158.2% | +287.2% |
| All | +1,335.0% | +6,830.5% | -5,495.5% | +1,072.8% |
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