+494.2%
FIX vs AEHR
+136.3%
+357.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -6.7% | +5.3% | +0.1% |
| 7D | +9.4% | +6.4% | +3.1% | +7.9% |
| 30D | -27.8% | -20.3% | -7.5% | -24.7% |
| 3M | -35.6% | -53.8% | +18.2% | -26.0% |
| 6M | -45.2% | -44.8% | -0.4% | -41.4% |
| YTD | +19.5% | +182.2% | -162.7% | -5.6% |
| 1Y | +24.2% | +174.7% | -150.5% | -1.5% |
| 3Y | +494.2% | +143.5% | +350.7% | +320.7% |
| All | +494.2% | +136.3% | +357.8% | +320.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling