+5,642.0%
FICO vs AEHR
+263.2%
+5,378.8%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +9.0% | -9.4% | -0.7% |
| 7D | -0.9% | -2.4% | +1.5% | -1.1% |
| 30D | +3.3% | -40.1% | +43.4% | +4.8% |
| 3M | -31.7% | -46.3% | +14.6% | -30.9% |
| 6M | -34.0% | -44.6% | +10.6% | -34.3% |
| YTD | -58.3% | +165.3% | -223.7% | -61.9% |
| 1Y | -57.9% | +126.1% | -184.1% | -61.3% |
| 3Y | -24.1% | +132.2% | -156.3% | -33.0% |
| 5Y | +85.3% | +108.3% | -23.0% | +58.6% |
| 10Y | +520.3% | +1,538.2% | -1,017.9% | +358.9% |
| All | +5,642.0% | +263.2% | +5,378.8% | +3,802.6% |
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