+9,127.5%
QLD vs AEHR
+812.8%
+8,314.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +13.1% | -12.8% | -1.4% |
| 7D | +0.6% | +6.7% | -6.2% | -0.4% |
| 30D | -0.1% | -12.7% | +12.5% | +0.8% |
| 3M | -8.4% | -26.0% | +17.6% | -6.9% |
| 6M | +32.2% | +102.2% | -70.0% | +15.6% |
| YTD | +28.9% | +327.2% | -298.3% | +1.0% |
| 1Y | +43.8% | +228.1% | -184.3% | +15.2% |
| 3Y | +176.6% | +67.0% | +109.6% | +119.8% |
| 5Y | +121.6% | +928.1% | -806.6% | +35.6% |
| 10Y | +1,652.9% | +3,269.5% | -1,616.6% | +717.1% |
| All | +9,127.5% | +812.8% | +8,314.7% | +3,392.0% |
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