+41.9%
QLD vs AEHR
+248.4%
-206.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.3% | -5.4% | -1.2% |
| 7D | +3.0% | +18.5% | -15.6% | -0.6% |
| 30D | -1.8% | -11.9% | +10.1% | -0.7% |
| 3M | -1.8% | -5.0% | +3.2% | -4.6% |
| 6M | +36.9% | +155.0% | -118.1% | +7.9% |
| YTD | +28.7% | +349.7% | -321.0% | -10.0% |
| 1Y | +41.9% | +260.4% | -218.5% | +1.4% |
| All | +41.9% | +248.4% | -206.5% | +1.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling