+30.0%
SOXX vs AEHR
+95.0%
-65.0%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.1% | -19.2% | +7.1% | -6.9% |
| 7D | -23.0% | -19.7% | -3.3% | -18.8% |
| 30D | -32.9% | -46.6% | +13.8% | -21.5% |
| 3M | -25.4% | -50.2% | +24.8% | -12.9% |
| 6M | -17.9% | -46.1% | +28.2% | -9.3% |
| YTD | +31.6% | +143.5% | -111.9% | -3.2% |
| 1Y | +30.0% | +91.1% | -61.1% | +2.3% |
| All | +30.0% | +95.0% | -65.0% | +2.3% |
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