+228.1%
AEHR vs BOXX
+4.0%
+224.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | 0.0% | +13.1% | +13.5% |
| 7D | +6.7% | +0.1% | +6.7% | +7.3% |
| 30D | -12.7% | +0.4% | -13.0% | -10.0% |
| 3M | -26.0% | +1.0% | -27.0% | -25.7% |
| 6M | +102.2% | +2.0% | +100.2% | +48.3% |
| YTD | +327.2% | +2.6% | +324.6% | +129.4% |
| 1Y | +228.1% | +4.1% | +224.0% | +31.1% |
| All | +228.1% | +4.0% | +224.1% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BOXX.
Daily Out/Under-Performance
Portfolio return minus BOXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BOXX 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 1y: compounded portfolio wealth divided by compounded BOXX 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…
1y analysis · Full analysis span regression · 6 months rolling