+3.8%
EXC vs AEHR
+242.2%
-238.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.8% |
| 7D | -1.6% | +23.0% | -24.6% | -0.9% |
| 30D | -2.4% | -19.9% | +17.6% | -2.9% |
| 3M | -4.0% | +0.5% | -4.5% | -2.7% |
| 6M | -9.8% | +123.6% | -133.4% | -6.8% |
| YTD | +2.3% | +364.6% | -362.3% | +6.8% |
| 1Y | +3.8% | +255.3% | -251.5% | +8.6% |
| All | +3.8% | +242.2% | -238.4% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEHR.
Daily Out/Under-Performance
Portfolio return minus AEHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEHR 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 AEHR 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