+69.8%
FITB vs AEHR
+775.9%
-706.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.3% | +0.6% |
| 7D | -1.0% | +23.0% | -24.0% | -2.9% |
| 30D | -5.5% | -19.9% | +14.4% | -4.1% |
| 3M | +4.1% | +0.5% | +3.6% | +1.5% |
| 6M | +18.7% | +123.6% | -104.9% | +4.7% |
| YTD | +18.2% | +364.6% | -346.5% | -4.8% |
| 1Y | +23.7% | +255.3% | -231.7% | +1.2% |
| 3Y | +130.8% | +89.7% | +41.1% | +86.4% |
| 5Y | +69.8% | +827.9% | -758.1% | +8.9% |
| All | +69.8% | +775.9% | -706.1% | +8.9% |
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