+1,293.7%
FISV vs AEHR
+547.9%
+745.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +5.3% | -9.6% | -4.5% |
| 7D | -6.4% | +19.1% | -25.5% | -6.9% |
| 30D | -6.8% | -10.0% | +3.2% | -6.8% |
| 3M | -10.0% | +1.3% | -11.3% | -10.8% |
| 6M | -20.6% | +133.8% | -154.4% | -24.1% |
| YTD | -27.6% | +373.3% | -400.9% | -32.7% |
| 1Y | -64.3% | +256.2% | -320.5% | -66.8% |
| 3Y | -60.0% | +93.2% | -153.2% | -63.0% |
| 5Y | -57.7% | +793.1% | -850.8% | -64.0% |
| 10Y | -3.0% | +3,753.2% | -3,756.2% | -25.7% |
| All | +1,293.7% | +547.9% | +745.8% | +865.8% |
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