-70.8%
FIS vs AEHR
+126.8%
-197.6%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -6.7% | +10.8% | +4.3% |
| 7D | +2.8% | +6.4% | -3.5% | +2.7% |
| 30D | -16.7% | -20.3% | +3.6% | -16.4% |
| 3M | -32.3% | -53.8% | +21.5% | -31.2% |
| 6M | -29.1% | -44.8% | +15.8% | -29.0% |
| YTD | -54.1% | +182.2% | -236.4% | -58.6% |
| 1Y | -53.7% | +174.7% | -228.4% | -58.2% |
| 3Y | -38.8% | +143.5% | -182.4% | -47.4% |
| All | -70.8% | +126.8% | -197.6% | -78.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling