+228.1%
AEHR vs EXR
+1.1%
+227.0%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.2% | +14.3% | +13.5% |
| 7D | +6.7% | -2.6% | +9.3% | +7.7% |
| 30D | -12.7% | -7.2% | -5.5% | -10.3% |
| 3M | -26.0% | -3.5% | -22.5% | -28.1% |
| 6M | +102.2% | -5.3% | +107.5% | +89.6% |
| YTD | +327.2% | +9.4% | +317.9% | +284.1% |
| 1Y | +228.1% | +1.3% | +226.8% | +186.4% |
| All | +228.1% | +1.1% | +227.0% | +186.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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