+3,604.4%
FIX vs AEHR
+1,901.3%
+1,703.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -7.2% | +4.4% | -1.9% |
| 7D | +17.0% | +24.2% | -7.2% | +13.9% |
| 30D | -30.6% | -21.2% | -9.3% | -28.7% |
| 3M | -35.0% | -52.8% | +17.7% | -29.6% |
| 6M | -44.0% | -36.9% | -7.1% | -42.3% |
| YTD | +21.1% | +202.3% | -181.2% | +5.2% |
| 1Y | +16.3% | +162.9% | -146.6% | +2.2% |
| 3Y | +507.4% | +149.1% | +358.3% | +401.6% |
| 5Y | +1,052.1% | +146.2% | +905.8% | +791.5% |
| All | +3,604.4% | +1,901.3% | +1,703.1% | +2,208.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling