-99.8%
SOXS vs AEHR
+255.0%
-354.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | +13.1% | -23.3% | +0.5% |
| 7D | -7.0% | +6.7% | -13.7% | -0.5% |
| 30D | +2.8% | -12.7% | +15.5% | -1.3% |
| 3M | -9.8% | -26.0% | +16.2% | +9.5% |
| 6M | -99.2% | +102.2% | -201.4% | -92.7% |
| YTD | -99.5% | +327.2% | -426.7% | -91.9% |
| 1Y | -99.8% | +228.1% | -327.9% | -96.6% |
| All | -99.8% | +255.0% | -354.8% | -96.6% |
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