-80.9%
FIG vs AEHR
+442.3%
-523.3%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +5.3% | -8.5% | -2.8% |
| 7D | -14.5% | +19.1% | -33.6% | -13.0% |
| 30D | -13.3% | -10.0% | -3.3% | -13.6% |
| 3M | +7.4% | +1.3% | +6.1% | +10.4% |
| 6M | -27.8% | +133.8% | -161.5% | -26.5% |
| YTD | -41.1% | +373.3% | -414.4% | -37.9% |
| 1Y | -58.7% | +256.2% | -314.9% | -57.1% |
| All | -80.9% | +442.3% | -523.3% | -76.8% |
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