+228.1%
AEHR vs XYL
-23.4%
+251.5%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -2.0% | +15.1% | +14.9% |
| 7D | +6.7% | -5.0% | +11.8% | +11.7% |
| 30D | -12.7% | -13.2% | +0.5% | -0.5% |
| 3M | -26.0% | -3.7% | -22.3% | -29.3% |
| 6M | +102.2% | -17.7% | +119.9% | +139.2% |
| YTD | +327.2% | -21.5% | +348.8% | +393.1% |
| 1Y | +228.1% | -24.5% | +252.6% | +363.2% |
| All | +228.1% | -23.4% | +251.5% | +363.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 1y: compounded portfolio wealth divided by compounded XYL 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…
1y analysis · Full analysis span regression · 6 months rolling