+126.4%
AEHR vs EXPD
+55.6%
+70.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -2.3% | +11.2% | +11.2% |
| 7D | -2.4% | -7.2% | +4.8% | +6.3% |
| 30D | -40.1% | -3.3% | -36.8% | -37.2% |
| 3M | -46.3% | +3.4% | -49.7% | -47.3% |
| 6M | -44.6% | +22.7% | -67.3% | -54.2% |
| YTD | +165.3% | +24.5% | +140.8% | +113.2% |
| 1Y | +126.1% | +38.6% | +87.5% | +63.4% |
| 3Y | +132.2% | +71.5% | +60.7% | +28.4% |
| All | +126.4% | +55.6% | +70.8% | +43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling