-100.0%
SOXS vs AEHR
+3,744.7%
-3,844.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | -1.8% | +9.9% | +7.5% |
| 7D | -9.4% | +23.0% | -32.4% | -2.2% |
| 30D | +6.2% | -19.9% | +26.1% | +2.4% |
| 3M | -28.0% | +0.5% | -28.6% | -11.4% |
| 6M | -99.2% | +123.6% | -222.8% | -97.3% |
| YTD | -99.5% | +364.6% | -464.1% | -97.8% |
| 1Y | -99.7% | +255.3% | -355.1% | -98.9% |
| 3Y | -100.0% | +89.7% | -189.7% | -99.9% |
| 5Y | -100.0% | +827.9% | -927.9% | -100.0% |
| 10Y | -100.0% | +3,682.7% | -3,782.7% | -100.0% |
| All | -100.0% | +3,744.7% | -3,844.7% | -100.0% |
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