+13.8%
FIX vs AEHR
+137.4%
-123.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | -13.9% | -8.5% | -5.4% | -11.5% |
| 30D | -35.5% | -29.6% | -5.9% | -29.2% |
| 3M | -33.9% | -43.9% | +10.0% | -24.1% |
| 6M | -43.3% | -38.7% | -4.6% | -40.3% |
| YTD | +18.7% | +195.0% | -176.4% | -34.9% |
| 1Y | +13.8% | +142.3% | -128.5% | -31.9% |
| All | +13.8% | +137.4% | -123.7% | -31.9% |
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 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