+184.0%
AEHR vs EXR
+26.8%
+157.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.2% | +10.3% | +10.4% |
| 7D | +8.1% | -1.1% | +9.3% | +8.3% |
| 30D | -15.9% | +18.8% | -34.6% | -19.4% |
| 3M | -43.9% | +9.9% | -53.8% | -44.5% |
| 6M | -37.1% | +12.6% | -49.7% | -42.3% |
| YTD | +225.8% | +26.5% | +199.3% | +154.1% |
| 1Y | +184.0% | +24.5% | +159.5% | +127.0% |
| All | +184.0% | +26.8% | +157.2% | +127.0% |
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