+130.7%
FIX vs AEHR
+248.4%
-117.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.3% | -2.9% | +0.9% |
| 7D | +6.1% | +18.5% | -12.5% | +0.8% |
| 30D | -2.7% | -11.9% | +9.2% | -0.1% |
| 3M | -10.9% | -5.0% | -5.9% | -13.9% |
| 6M | +29.0% | +155.0% | -126.0% | -11.1% |
| YTD | +76.9% | +349.7% | -272.8% | +0.6% |
| 1Y | +130.7% | +260.4% | -129.7% | +35.1% |
| All | +130.7% | +248.4% | -117.6% | +35.1% |
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