+827.9%
AEHR vs XHB
+30.4%
+797.5%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.5% | +1.3% |
| 7D | +23.0% | -5.2% | +28.2% | +31.9% |
| 30D | -19.9% | -12.1% | -7.8% | -5.5% |
| 3M | +0.5% | -6.2% | +6.7% | +7.8% |
| 6M | +123.6% | -6.7% | +130.3% | +150.3% |
| YTD | +364.6% | -5.5% | +370.1% | +406.2% |
| 1Y | +255.3% | -15.6% | +271.0% | +352.6% |
| 3Y | +89.7% | +22.0% | +67.7% | +40.7% |
| 5Y | +827.9% | +31.8% | +796.1% | +720.9% |
| All | +827.9% | +30.4% | +797.5% | +720.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling