+94.5%
AEHR vs XME
+124.3%
-29.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.7% | +1.9% | +4.0% |
| 7D | +23.0% | -3.0% | +26.0% | +29.0% |
| 30D | -19.9% | -2.6% | -17.3% | -16.8% |
| 3M | +0.5% | +2.2% | -1.6% | -0.9% |
| 6M | +123.6% | +0.7% | +122.9% | +137.2% |
| YTD | +364.6% | +10.9% | +353.7% | +348.8% |
| 1Y | +255.3% | +35.7% | +219.6% | +170.2% |
| All | +94.5% | +124.3% | -29.7% | -21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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