+375.8%
AEHR vs BOXX
+18.5%
+357.4%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BOXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +1.2% |
| 7D | +9.8% | +0.1% | +9.7% | +10.1% |
| 30D | -26.7% | +0.3% | -27.0% | -25.5% |
| 3M | -8.1% | +1.0% | -9.1% | -4.6% |
| 6M | +123.1% | +1.9% | +121.1% | +128.2% |
| YTD | +369.0% | +2.7% | +366.3% | +374.0% |
| 1Y | +256.4% | +4.0% | +252.3% | +267.2% |
| 3Y | +96.4% | +14.7% | +81.7% | +385.6% |
| All | +375.8% | +18.5% | +357.4% | +2,640.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling