+107.5%
SOXX vs AEHR
+257.1%
-149.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +0.9% | +1.6% |
| 7D | +1.4% | +9.8% | -8.4% | -1.0% |
| 30D | -3.6% | -26.7% | +23.2% | +3.2% |
| 3M | -10.2% | -8.1% | -2.1% | -12.1% |
| 6M | +54.2% | +123.1% | -68.8% | +21.4% |
| YTD | +75.2% | +369.0% | -293.8% | +14.6% |
| 1Y | +107.5% | +256.4% | -148.9% | +40.4% |
| All | +107.5% | +257.1% | -149.5% | +40.4% |
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