+3,912.3%
AEHR vs XHB
+215.4%
+3,696.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | -0.6% |
| 7D | +9.8% | -4.6% | +14.4% | +14.7% |
| 30D | -26.7% | -9.1% | -17.6% | -19.8% |
| 3M | -8.1% | -8.6% | +0.5% | -0.5% |
| 6M | +123.1% | -4.0% | +127.1% | +138.0% |
| YTD | +369.0% | -3.9% | +372.9% | +398.2% |
| 1Y | +256.4% | -16.5% | +272.8% | +334.3% |
| 3Y | +96.4% | +22.6% | +73.8% | +72.4% |
| 5Y | +836.6% | +33.9% | +802.7% | +696.5% |
| All | +3,912.3% | +215.4% | +3,696.9% | +2,016.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling