+96.4%
AEHR vs SOXQ
+232.9%
-136.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.8% | -1.7% |
| 7D | +9.8% | +0.8% | +9.0% | +8.6% |
| 30D | -26.7% | -4.6% | -22.2% | -20.1% |
| 3M | -8.1% | -10.2% | +2.1% | +14.2% |
| 6M | +123.1% | +49.7% | +73.4% | +48.1% |
| YTD | +369.0% | +67.2% | +301.7% | +185.9% |
| 1Y | +256.4% | +98.0% | +158.4% | +82.8% |
| 3Y | +96.4% | +237.2% | -140.8% | -52.7% |
| All | +96.4% | +232.9% | -136.5% | -52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling