+2,321.1%
AEHR vs XHB
+167.3%
+2,153.8%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -2.4% | +7.7% | +6.8% |
| 7D | +18.5% | +0.2% | +18.4% | +18.3% |
| 30D | -11.9% | -9.1% | -2.8% | -6.8% |
| 3M | -5.0% | -2.3% | -2.7% | -3.9% |
| 6M | +155.0% | -4.1% | +159.1% | +167.2% |
| YTD | +349.7% | -1.7% | +351.4% | +364.4% |
| 1Y | +260.4% | -15.1% | +275.5% | +307.5% |
| 3Y | +83.6% | +26.8% | +56.8% | +70.2% |
| 5Y | +917.8% | +37.3% | +880.5% | +848.0% |
| 10Y | +3,517.1% | +205.7% | +3,311.5% | +2,195.8% |
| All | +2,321.1% | +167.3% | +2,153.8% | +1,197.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling