+92.4%
FOXA vs AEHR
+6,663.6%
-6,571.2%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.2% | +1.1% |
| 7D | +0.8% | +9.8% | -9.0% | +0.3% |
| 30D | +5.0% | -26.7% | +31.8% | +6.3% |
| 3M | -3.0% | -8.1% | +5.1% | -3.9% |
| 6M | +14.8% | +123.1% | -108.3% | +7.4% |
| YTD | -8.9% | +369.0% | -377.9% | -18.9% |
| 1Y | +13.3% | +256.4% | -243.1% | +1.7% |
| 3Y | +115.4% | +96.4% | +19.0% | +91.2% |
| 5Y | +95.3% | +836.6% | -741.3% | +47.7% |
| All | +92.4% | +6,663.6% | -6,571.2% | +12.6% |
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 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