+38.7%
EXPE vs AEHR
+255.0%
-216.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +13.1% | -14.8% | -1.8% |
| 7D | -9.5% | +6.7% | -16.3% | -9.6% |
| 30D | -6.6% | -12.7% | +6.0% | -6.7% |
| 3M | +31.4% | -26.0% | +57.4% | +31.7% |
| 6M | +35.2% | +102.2% | -67.0% | +28.9% |
| YTD | +5.8% | +327.2% | -321.4% | -4.4% |
| 1Y | +38.7% | +228.1% | -189.4% | +26.6% |
| All | +38.7% | +255.0% | -216.3% | +26.6% |
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