+827.9%
AEHR vs XYL
-15.8%
+843.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -0.7% |
| 7D | +23.0% | -1.2% | +24.2% | +24.3% |
| 30D | -19.9% | -13.2% | -6.8% | -6.9% |
| 3M | +0.5% | -0.2% | +0.7% | -3.4% |
| 6M | +123.6% | -12.5% | +136.1% | +155.8% |
| YTD | +364.6% | -20.9% | +385.5% | +487.0% |
| 1Y | +255.3% | -21.6% | +276.9% | +359.9% |
| 3Y | +89.7% | +16.1% | +73.6% | +55.7% |
| 5Y | +827.9% | -15.6% | +843.5% | +1,081.0% |
| All | +827.9% | -15.8% | +843.7% | +1,081.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling