+1,626.7%
AEHR vs EXR
+3,081.1%
-1,454.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.2% | -6.8% | -6.7% |
| 7D | +6.4% | -0.4% | +6.8% | +6.5% |
| 30D | -20.3% | +18.2% | -38.5% | -24.8% |
| 3M | -53.8% | +7.3% | -61.1% | -55.1% |
| 6M | -44.8% | +13.8% | -58.6% | -47.9% |
| YTD | +182.2% | +25.9% | +156.3% | +159.3% |
| 1Y | +174.7% | +25.8% | +148.9% | +152.5% |
| 3Y | +143.5% | +53.7% | +89.8% | +110.2% |
| 5Y | +129.9% | -1.8% | +131.6% | +125.8% |
| 10Y | +1,786.8% | +214.5% | +1,572.2% | +1,179.5% |
| All | +1,626.7% | +3,081.1% | -1,454.4% | +484.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling