+2,550.6%
SOXX vs AEHR
+2,056.9%
+493.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +0.9% | +1.8% |
| 7D | +1.4% | +9.8% | -8.4% | +0.4% |
| 30D | -3.6% | -26.7% | +23.2% | -0.9% |
| 3M | -10.2% | -8.1% | -2.1% | -10.6% |
| 6M | +54.2% | +123.1% | -68.8% | +39.7% |
| YTD | +75.2% | +369.0% | -293.8% | +46.9% |
| 1Y | +107.5% | +256.4% | -148.9% | +77.0% |
| 3Y | +226.8% | +96.4% | +130.4% | +175.0% |
| 5Y | +251.2% | +836.6% | -585.4% | +151.0% |
| 10Y | +1,567.6% | +3,718.1% | -2,150.5% | +885.0% |
| All | +2,550.6% | +2,056.9% | +493.6% | +1,072.5% |
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