+47.3%
EXPE vs AEHR
+126.8%
-79.6%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.7% | +5.5% | -0.5% |
| 7D | -0.5% | +6.4% | -6.9% | -1.2% |
| 30D | -6.1% | -20.3% | +14.2% | -5.0% |
| 3M | -21.3% | -53.8% | +32.5% | -16.7% |
| 6M | +19.0% | -44.8% | +63.8% | +19.3% |
| YTD | -8.4% | +182.2% | -190.6% | -29.9% |
| 1Y | -2.8% | +174.7% | -177.5% | -25.6% |
| 3Y | +120.8% | +143.5% | -22.8% | +51.2% |
| All | +47.3% | +126.8% | -79.6% | -18.3% |
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