+2,513.9%
AEHR vs EXR
+2,662.2%
-148.3%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.2% | +14.3% | +13.5% |
| 7D | +6.7% | -2.6% | +9.3% | +7.6% |
| 30D | -12.7% | -7.2% | -5.5% | -10.7% |
| 3M | -26.0% | -3.5% | -22.5% | -26.0% |
| 6M | +102.2% | -5.3% | +107.5% | +104.6% |
| YTD | +327.2% | +9.4% | +317.9% | +312.8% |
| 1Y | +228.1% | +1.3% | +226.8% | +224.0% |
| 3Y | +67.0% | +22.4% | +44.6% | +55.3% |
| 5Y | +928.1% | -12.2% | +940.4% | +952.1% |
| 10Y | +3,269.5% | +148.6% | +3,121.0% | +2,361.3% |
| All | +2,513.9% | +2,662.2% | -148.3% | +830.7% |
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