-51.7%
FIG vs AEHR
+147.2%
-198.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -6.6% | +11.8% | +4.7% |
| 7D | -4.7% | -5.7% | +1.1% | -4.6% |
| 30D | +0.5% | -41.7% | +42.3% | -3.0% |
| 3M | -18.4% | -44.6% | +26.2% | -21.0% |
| 6M | +10.9% | -28.9% | +39.8% | +10.0% |
| YTD | -40.8% | +201.3% | -242.1% | -50.0% |
| 1Y | -51.7% | +145.3% | -197.0% | -56.6% |
| All | -51.7% | +147.2% | -198.9% | -56.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling