+917.8%
AEHR vs EXR
-10.8%
+928.6%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.1% | +5.3% | +5.3% |
| 7D | +18.5% | -0.7% | +19.2% | +18.9% |
| 30D | -11.9% | -6.9% | -5.0% | -8.3% |
| 3M | -5.0% | -3.0% | -2.0% | -5.8% |
| 6M | +155.0% | -2.9% | +157.9% | +154.7% |
| YTD | +349.7% | +9.3% | +340.4% | +316.8% |
| 1Y | +260.4% | -0.9% | +261.4% | +253.1% |
| 3Y | +83.6% | +24.7% | +58.9% | +50.3% |
| 5Y | +917.8% | -11.7% | +929.5% | +804.4% |
| All | +917.8% | -10.8% | +928.6% | +804.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling