+376.5%
FIS vs AEHR
+1,816.9%
-1,440.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +13.1% | -14.0% | -1.4% |
| 7D | +1.1% | +6.7% | -5.7% | +0.8% |
| 30D | -2.2% | -12.7% | +10.5% | -2.0% |
| 3M | +2.1% | -26.0% | +28.1% | +2.1% |
| 6M | -14.7% | +102.2% | -116.9% | -18.7% |
| YTD | -35.7% | +327.2% | -362.9% | -40.9% |
| 1Y | -37.1% | +228.1% | -265.2% | -41.8% |
| 3Y | -20.0% | +67.0% | -87.0% | -26.5% |
| 5Y | -62.1% | +928.1% | -990.3% | -68.8% |
| 10Y | -37.4% | +3,269.5% | -3,306.9% | -54.0% |
| All | +376.5% | +1,816.9% | -1,440.4% | +195.8% |
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 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