+827.9%
AEHR vs QID
-80.2%
+908.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.3% | -4.1% | +0.7% |
| 7D | +23.0% | +2.7% | +20.3% | +26.7% |
| 30D | -19.9% | +3.3% | -23.3% | -16.2% |
| 3M | +0.5% | -5.5% | +6.1% | +6.0% |
| 6M | +123.6% | -28.4% | +152.0% | +95.3% |
| YTD | +364.6% | -26.6% | +391.2% | +334.4% |
| 1Y | +255.3% | -34.1% | +289.5% | +213.8% |
| 3Y | +89.7% | -73.7% | +163.4% | -5.7% |
| 5Y | +827.9% | -80.7% | +908.6% | +594.8% |
| All | +827.9% | -80.2% | +908.1% | +594.8% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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