+1,867.4%
AEHR vs EXPD
+334.2%
+1,533.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +2.7% | +9.0% | +9.6% |
| 7D | +16.2% | -5.5% | +21.7% | +22.4% |
| 30D | -29.3% | -1.9% | -27.4% | -27.5% |
| 3M | -42.0% | +6.1% | -48.1% | -43.7% |
| 6M | -38.5% | +21.6% | -60.1% | -46.0% |
| YTD | +196.2% | +27.9% | +168.3% | +150.0% |
| 1Y | +144.3% | +39.4% | +104.9% | +94.6% |
| 3Y | +158.0% | +72.7% | +85.4% | +75.7% |
| 5Y | +144.4% | +60.3% | +84.1% | +72.8% |
| 10Y | +1,867.4% | +332.6% | +1,534.9% | +874.2% |
| All | +1,867.4% | +334.2% | +1,533.3% | +874.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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