+160.0%
EXPE vs AEHR
+3,845.4%
-3,685.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +1.3% |
| 7D | -5.8% | +9.8% | -15.5% | -6.6% |
| 30D | -13.6% | -26.7% | +13.1% | -11.8% |
| 3M | +25.2% | -8.1% | +33.3% | +22.8% |
| 6M | +22.3% | +123.1% | -100.7% | +7.9% |
| YTD | -0.3% | +369.0% | -369.3% | -19.9% |
| 1Y | +27.8% | +256.4% | -228.6% | +4.5% |
| 3Y | +162.4% | +96.4% | +66.1% | +110.0% |
| 5Y | +95.8% | +836.6% | -740.8% | +27.9% |
| All | +160.0% | +3,845.4% | -3,685.4% | +36.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling