+531.6%
FICO vs AEHR
+1,804.8%
-1,273.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +11.6% | -8.9% | +2.2% |
| 7D | -0.1% | +16.2% | -16.3% | -0.9% |
| 30D | +8.4% | -29.3% | +37.8% | +9.5% |
| 3M | -30.5% | -42.0% | +11.5% | -29.7% |
| 6M | -35.7% | -38.5% | +2.8% | -36.5% |
| YTD | -57.2% | +196.2% | -253.4% | -63.1% |
| 1Y | -58.4% | +144.3% | -202.7% | -63.7% |
| 3Y | -24.8% | +158.0% | -182.8% | -38.9% |
| 5Y | +79.3% | +144.4% | -65.2% | +36.0% |
| 10Y | +531.6% | +1,867.4% | -1,335.8% | +259.9% |
| All | +531.6% | +1,804.8% | -1,273.1% | +259.9% |
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 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