-7.0%
FXI vs AEHR
+775.9%
-783.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.3% | -0.4% |
| 7D | -2.8% | +23.0% | -25.8% | -4.3% |
| 30D | -3.7% | -19.9% | +16.3% | -2.6% |
| 3M | -0.4% | +0.5% | -0.9% | -2.5% |
| 6M | -5.4% | +123.6% | -129.0% | -14.6% |
| YTD | -9.6% | +364.6% | -374.3% | -24.1% |
| 1Y | -11.9% | +255.3% | -267.3% | -25.1% |
| 3Y | +37.8% | +89.7% | -51.9% | +16.4% |
| 5Y | -7.0% | +827.9% | -834.9% | -39.1% |
| All | -7.0% | +775.9% | -783.0% | -39.1% |
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 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