-24.1%
FICO vs AEHR
+114.5%
-138.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.0% | -9.4% | -0.1% |
| 7D | -0.9% | -2.4% | +1.5% | -0.8% |
| 30D | +3.3% | -40.1% | +43.4% | +2.2% |
| 3M | -31.7% | -46.3% | +14.6% | -32.5% |
| 6M | -34.0% | -44.6% | +10.6% | -34.4% |
| YTD | -58.3% | +165.3% | -223.7% | -61.2% |
| 1Y | -57.9% | +126.1% | -184.1% | -60.6% |
| 3Y | -24.1% | +132.2% | -156.3% | -34.2% |
| All | -24.1% | +114.5% | -138.6% | -34.2% |
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