+229.2%
MXL vs AEHR
+88.1%
+141.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.9% | +6.6% | +7.2% |
| 7D | +18.9% | +9.8% | +9.1% | +15.4% |
| 30D | +0.3% | -26.7% | +27.1% | +11.1% |
| 3M | -8.0% | -8.1% | +0.1% | -6.5% |
| 6M | +341.2% | +123.1% | +218.2% | +242.3% |
| YTD | +327.8% | +369.0% | -41.2% | +161.9% |
| 1Y | +364.9% | +256.4% | +108.5% | +201.8% |
| 3Y | +229.2% | +96.4% | +132.9% | +80.9% |
| All | +229.2% | +88.1% | +141.2% | +80.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling