+1,418.0%
QLD vs AEHR
+1,804.8%
-386.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +11.6% | -4.8% | +4.9% |
| 7D | -1.4% | +16.2% | -17.6% | -4.4% |
| 30D | -19.6% | -29.3% | +9.8% | -15.6% |
| 3M | -14.1% | -42.0% | +27.8% | -8.3% |
| 6M | -13.6% | -38.5% | +24.9% | -11.4% |
| YTD | +12.5% | +196.2% | -183.7% | -13.0% |
| 1Y | +13.1% | +144.3% | -131.2% | -10.2% |
| 3Y | +154.7% | +158.0% | -3.3% | +78.2% |
| 5Y | +81.1% | +144.4% | -63.3% | +14.6% |
| 10Y | +1,418.0% | +1,867.4% | -449.4% | +585.3% |
| All | +1,418.0% | +1,804.8% | -386.8% | +585.3% |
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