+3,517.1%
AEHR vs EXPD
+308.0%
+3,209.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.5% | +6.8% | +6.3% |
| 7D | +18.5% | -0.9% | +19.5% | +19.3% |
| 30D | -11.9% | +4.1% | -16.0% | -14.3% |
| 3M | -5.0% | +13.8% | -18.8% | -13.2% |
| 6M | +155.0% | +27.3% | +127.7% | +114.2% |
| YTD | +349.7% | +25.4% | +324.2% | +280.7% |
| 1Y | +260.4% | +54.4% | +206.0% | +161.3% |
| 3Y | +83.6% | +67.9% | +15.7% | +26.2% |
| 5Y | +917.8% | +59.2% | +858.7% | +617.8% |
| 10Y | +3,517.1% | +308.6% | +3,208.6% | +1,472.7% |
| All | +3,517.1% | +308.0% | +3,209.1% | +1,472.7% |
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