+11,393.9%
FIX vs AEHR
+484.8%
+10,909.1%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +13.1% | -11.2% | +0.9% |
| 7D | +6.0% | +6.7% | -0.7% | +5.4% |
| 30D | -7.2% | -12.7% | +5.4% | -6.5% |
| 3M | -15.9% | -26.0% | +10.2% | -14.9% |
| 6M | +12.7% | +102.2% | -89.5% | +5.7% |
| YTD | +72.8% | +327.2% | -254.5% | +53.9% |
| 1Y | +122.9% | +228.1% | -105.2% | +101.0% |
| 3Y | +774.3% | +67.0% | +707.3% | +682.2% |
| 5Y | +2,049.5% | +928.1% | +1,121.3% | +1,575.8% |
| 10Y | +5,821.5% | +3,269.5% | +2,551.9% | +3,925.7% |
| All | +11,393.9% | +484.8% | +10,909.1% | +6,218.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling