+174.7%
AEHR vs EXR
+25.3%
+149.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.8% | -6.7% |
| 7D | +6.4% | -0.4% | +6.8% | +6.4% |
| 30D | -20.3% | +18.2% | -38.5% | -23.4% |
| 3M | -53.8% | +7.3% | -61.1% | -53.7% |
| 6M | -44.8% | +13.8% | -58.6% | -50.3% |
| YTD | +182.2% | +25.9% | +156.3% | +123.4% |
| 1Y | +174.7% | +25.8% | +148.9% | +118.2% |
| All | +174.7% | +25.3% | +149.5% | +118.2% |
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