+14.7%
FXI vs AEHR
+3,845.4%
-3,830.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.4% |
| 7D | -3.9% | +9.8% | -13.6% | -4.4% |
| 30D | -2.1% | -26.7% | +24.6% | -0.6% |
| 3M | -0.5% | -8.1% | +7.6% | -1.6% |
| 6M | -4.5% | +123.1% | -127.6% | -11.8% |
| YTD | -9.2% | +369.0% | -378.2% | -20.8% |
| 1Y | -13.8% | +256.4% | -270.2% | -24.0% |
| 3Y | +36.6% | +96.4% | -59.8% | +18.7% |
| 5Y | -6.7% | +836.6% | -843.3% | -29.3% |
| All | +14.7% | +3,845.4% | -3,830.8% | -25.1% |
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