+2,365.7%
FLEX vs AEHR
+346.0%
+2,019.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +10.4% | -6.6% | +2.6% |
| 7D | +2.2% | +8.1% | -5.9% | +1.5% |
| 30D | -32.6% | -15.9% | -16.8% | -31.4% |
| 3M | -35.5% | -43.9% | +8.4% | -31.8% |
| 6M | -45.6% | -37.1% | -8.5% | -43.9% |
| YTD | +30.7% | +225.8% | -195.1% | +13.6% |
| 1Y | +28.4% | +184.0% | -155.7% | +12.9% |
| 3Y | +301.7% | +168.5% | +133.2% | +233.6% |
| 5Y | +473.3% | +186.2% | +287.0% | +345.7% |
| 10Y | +651.7% | +2,078.1% | -1,426.4% | +334.2% |
| All | +2,365.7% | +346.0% | +2,019.8% | +900.3% |
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