+105.4%
EXE vs AEHR
+775.9%
-670.5%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.1% | +0.3% |
| 7D | -2.2% | +23.0% | -25.2% | -3.0% |
| 30D | -0.8% | -19.9% | +19.1% | -0.2% |
| 3M | +10.0% | +0.5% | +9.5% | +8.8% |
| 6M | -6.3% | +123.6% | -129.9% | -11.9% |
| YTD | -10.7% | +364.6% | -375.3% | -19.9% |
| 1Y | +2.7% | +255.3% | -252.7% | -7.1% |
| 3Y | +19.1% | +89.7% | -70.6% | +8.0% |
| 5Y | +105.4% | +827.9% | -722.5% | +59.3% |
| All | +105.4% | +775.9% | -670.5% | +59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling