+282.4%
MXL vs AEHR
+4,091.2%
-3,808.8%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.3% | +2.3% | +6.7% |
| 7D | +19.0% | +19.1% | -0.1% | +15.9% |
| 30D | +4.5% | -10.0% | +14.5% | +6.3% |
| 3M | -1.5% | +1.3% | -2.8% | -1.4% |
| 6M | +348.6% | +133.8% | +214.9% | +297.9% |
| YTD | +310.3% | +373.3% | -63.0% | +228.1% |
| 1Y | +344.7% | +256.2% | +88.5% | +266.7% |
| 3Y | +211.2% | +93.2% | +117.9% | +153.1% |
| 5Y | +34.8% | +793.1% | -758.2% | -8.9% |
| 10Y | +286.5% | +3,753.2% | -3,466.7% | +119.1% |
| All | +282.4% | +4,091.2% | -3,808.8% | +114.4% |
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