+47.5%
FITB vs AEHR
+126.8%
-79.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.7% | +7.8% | +1.7% |
| 7D | +2.8% | +6.4% | -3.6% | +2.1% |
| 30D | +9.8% | -20.3% | +30.1% | +10.9% |
| 3M | -5.2% | -53.8% | +48.6% | 0.0% |
| 6M | +17.3% | -44.8% | +62.1% | +18.4% |
| YTD | +19.3% | +182.2% | -162.9% | -1.9% |
| 1Y | +32.7% | +174.7% | -142.0% | +9.3% |
| 3Y | +141.6% | +143.5% | -1.9% | +83.9% |
| All | +47.5% | +126.8% | -79.3% | -2.6% |
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