-91.6%
SOXS vs AEHR
+147.2%
-238.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -6.6% | +15.3% | +3.5% |
| 7D | +46.7% | -5.7% | +52.4% | +46.6% |
| 30D | +97.0% | -41.7% | +138.7% | +45.2% |
| 3M | +39.5% | -44.6% | +84.2% | +11.8% |
| 6M | -54.9% | -28.9% | -26.0% | -31.6% |
| YTD | -90.4% | +201.3% | -291.7% | -43.2% |
| 1Y | -91.6% | +145.3% | -237.0% | -56.8% |
| All | -91.6% | +147.2% | -238.9% | -56.8% |
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