+213.9%
FXI vs AEHR
+2,936.5%
-2,722.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +5.3% | -7.7% | -2.8% |
| 7D | -1.0% | +18.5% | -19.5% | -2.1% |
| 30D | -3.2% | -11.9% | +8.7% | -2.9% |
| 3M | +1.7% | -5.0% | +6.7% | +0.3% |
| 6M | -1.6% | +155.0% | -156.5% | -10.0% |
| YTD | -7.9% | +349.7% | -357.6% | -19.5% |
| 1Y | -9.6% | +260.4% | -270.0% | -20.5% |
| 3Y | +40.5% | +83.6% | -43.1% | +22.6% |
| 5Y | -6.2% | +917.8% | -924.1% | -30.1% |
| 10Y | +14.2% | +3,517.1% | -3,503.0% | -28.9% |
| All | +213.9% | +2,936.5% | -2,722.6% | +61.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling