+1,086.7%
FLEX vs AEHR
+3,898.3%
-2,811.6%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +5.3% | -6.7% | -2.2% |
| 7D | +6.4% | +19.1% | -12.7% | +3.5% |
| 30D | -5.9% | -10.0% | +4.2% | -4.9% |
| 3M | -23.5% | +1.3% | -24.8% | -24.9% |
| 6M | +83.7% | +133.8% | -50.0% | +60.2% |
| YTD | +86.5% | +373.3% | -286.8% | +47.6% |
| 1Y | +100.5% | +256.2% | -155.7% | +62.6% |
| 3Y | +469.8% | +93.2% | +376.6% | +352.0% |
| 5Y | +725.7% | +793.1% | -67.4% | +422.3% |
| 10Y | +1,086.7% | +3,753.2% | -2,666.5% | +476.0% |
| All | +1,086.7% | +3,898.3% | -2,811.6% | +476.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling