+228.1%
AEHR vs SOXQ
+111.3%
+116.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.4% | +9.7% | +6.6% |
| 7D | +6.7% | +2.3% | +4.4% | +2.5% |
| 30D | -12.7% | -2.3% | -10.4% | -6.8% |
| 3M | -26.0% | -13.8% | -12.2% | +2.2% |
| 6M | +102.2% | +48.6% | +53.6% | -6.3% |
| YTD | +327.2% | +66.0% | +261.3% | +74.4% |
| 1Y | +228.1% | +107.9% | +120.2% | -7.9% |
| All | +228.1% | +111.3% | +116.8% | -7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 1y: compounded portfolio wealth divided by compounded SOXQ 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…
1y analysis · Full analysis span regression · 6 months rolling