-26.5%
FIS vs AEHR
+89.8%
-116.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +5.3% | -8.7% | -3.4% |
| 7D | -9.1% | +19.1% | -28.2% | -9.0% |
| 30D | -10.4% | -10.0% | -0.4% | -10.5% |
| 3M | -3.7% | +1.3% | -5.0% | -3.6% |
| 6M | -24.8% | +133.8% | -158.5% | -26.5% |
| YTD | -41.6% | +373.3% | -414.9% | -44.4% |
| 1Y | -42.7% | +256.2% | -298.9% | -45.2% |
| All | -26.5% | +89.8% | -116.3% | -26.1% |
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