+7,162.5%
FIX vs AEHR
+263.2%
+6,899.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +9.0% | -3.5% | +4.7% |
| 7D | -17.5% | -2.4% | -15.1% | -17.3% |
| 30D | -41.6% | -40.1% | -1.5% | -39.3% |
| 3M | -40.6% | -46.3% | +5.7% | -38.0% |
| 6M | -49.4% | -44.6% | -4.8% | -47.9% |
| YTD | +9.2% | +165.3% | -156.2% | +0.6% |
| 1Y | +6.5% | +126.1% | -119.7% | -1.0% |
| 3Y | +448.7% | +132.2% | +316.5% | +387.8% |
| 5Y | +948.7% | +108.3% | +840.4% | +798.5% |
| 10Y | +3,659.7% | +1,538.2% | +2,121.5% | +2,578.9% |
| All | +7,162.5% | +263.2% | +6,899.3% | +4,028.1% |
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 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