+1,705.2%
AEHR vs EXR
+3,090.1%
-1,384.9%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.2% |
| 7D | -8.5% | +1.7% | -10.2% | -9.0% |
| 30D | -29.6% | +18.0% | -47.7% | -33.5% |
| 3M | -43.9% | +9.7% | -53.6% | -45.9% |
| 6M | -38.7% | +13.4% | -52.2% | -42.2% |
| YTD | +195.0% | +26.3% | +168.8% | +170.8% |
| 1Y | +142.3% | +27.6% | +114.7% | +121.5% |
| 3Y | +143.1% | +52.2% | +91.0% | +110.5% |
| 5Y | +162.7% | -1.1% | +163.7% | +157.5% |
| 10Y | +1,940.1% | +216.8% | +1,723.3% | +1,280.3% |
| All | +1,705.2% | +3,090.1% | -1,384.9% | +510.4% |
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 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