+539.5%
FICO vs AEHR
+2,129.8%
-1,590.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +10.4% | -10.7% | -0.7% |
| 7D | +4.0% | +8.1% | -4.2% | +3.5% |
| 30D | -1.5% | -15.9% | +14.4% | -1.3% |
| 3M | -29.8% | -43.9% | +14.1% | -28.8% |
| 6M | -33.3% | -37.1% | +3.8% | -34.0% |
| YTD | -56.9% | +225.8% | -282.7% | -63.0% |
| 1Y | -59.5% | +184.0% | -243.5% | -64.9% |
| 3Y | -26.9% | +168.5% | -195.4% | -40.6% |
| 5Y | +92.9% | +186.2% | -93.3% | +45.2% |
| 10Y | +539.5% | +2,078.1% | -1,538.7% | +260.7% |
| All | +539.5% | +2,129.8% | -1,590.3% | +260.7% |
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 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