+4,921.3%
SOXL vs AEHR
+3,845.4%
+1,075.9%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +4.8% |
| 7D | +3.9% | +9.8% | -5.9% | -0.3% |
| 30D | -14.3% | -26.7% | +12.4% | -2.0% |
| 3M | -45.6% | -8.1% | -37.5% | -42.3% |
| 6M | +117.2% | +123.1% | -5.9% | +66.5% |
| YTD | +189.8% | +369.0% | -179.2% | +63.6% |
| 1Y | +317.7% | +256.4% | +61.4% | +161.5% |
| 3Y | +478.6% | +96.4% | +382.3% | +278.7% |
| 5Y | +169.5% | +836.6% | -667.1% | +4.5% |
| All | +4,921.3% | +3,845.4% | +1,075.9% | +1,018.7% |
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 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