+3,400.4%
AEHR vs SOXQ
+279.9%
+3,120.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.6% | +0.8% | +2.0% |
| 7D | +23.0% | +2.3% | +20.7% | +19.5% |
| 30D | -19.9% | -3.9% | -16.0% | -13.4% |
| 3M | +0.5% | -4.7% | +5.3% | +15.5% |
| 6M | +123.6% | +47.9% | +75.7% | +50.0% |
| YTD | +364.6% | +64.3% | +300.3% | +185.2% |
| 1Y | +255.3% | +95.7% | +159.6% | +77.4% |
| 3Y | +89.7% | +231.5% | -141.8% | -54.8% |
| 5Y | +827.9% | +255.0% | +572.9% | +153.8% |
| All | +3,400.4% | +279.9% | +3,120.5% | +900.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling