+2,078.1%
AEHR vs EXR
+217.4%
+1,860.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.3% | +10.4% |
| 7D | +8.1% | -1.1% | +9.3% | +8.6% |
| 30D | -15.9% | +18.8% | -34.6% | -21.5% |
| 3M | -43.9% | +9.9% | -53.8% | -46.2% |
| 6M | -37.1% | +12.6% | -49.7% | -41.2% |
| YTD | +225.8% | +26.5% | +199.3% | +193.0% |
| 1Y | +184.0% | +24.5% | +159.5% | +157.0% |
| 3Y | +168.5% | +52.4% | +116.1% | +125.5% |
| 5Y | +186.2% | -1.5% | +187.8% | +171.5% |
| 10Y | +2,078.1% | +216.0% | +1,862.2% | +1,711.1% |
| All | +2,078.1% | +217.4% | +1,860.7% | +1,711.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling