+14.4%
FIX vs AEHR
+147.2%
-132.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -6.6% | -8.5% | -13.1% |
| 7D | -18.9% | -5.7% | -13.2% | -17.8% |
| 30D | -36.3% | -41.7% | +5.4% | -26.5% |
| 3M | -38.5% | -44.6% | +6.1% | -29.2% |
| 6M | -42.3% | -28.9% | -13.3% | -41.9% |
| YTD | +17.1% | +201.3% | -184.2% | -36.0% |
| 1Y | +14.4% | +145.3% | -130.9% | -31.7% |
| All | +14.4% | +147.2% | -132.8% | -31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling