+7,443.4%
QLD vs AEHR
+466.9%
+6,976.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +9.0% | -6.4% | +1.4% |
| 7D | -10.3% | -2.4% | -7.9% | -10.4% |
| 30D | -26.1% | -40.1% | +14.0% | -21.4% |
| 3M | -17.8% | -46.3% | +28.5% | -12.3% |
| 6M | -15.6% | -44.6% | +29.1% | -12.4% |
| YTD | +5.4% | +165.3% | -160.0% | -12.9% |
| 1Y | +5.2% | +126.1% | -120.9% | -11.5% |
| 3Y | +139.4% | +132.2% | +7.2% | +83.8% |
| 5Y | +66.7% | +108.3% | -41.6% | +21.0% |
| 10Y | +1,422.1% | +1,538.2% | -116.2% | +670.3% |
| All | +7,443.4% | +466.9% | +6,976.5% | +2,910.7% |
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