+906.3%
XBI vs AEHR
+2,508.5%
-1,602.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.5% |
| 7D | -4.6% | +9.8% | -14.4% | -5.3% |
| 30D | -2.0% | -26.7% | +24.7% | -0.3% |
| 3M | +17.8% | -8.1% | +25.9% | +16.4% |
| 6M | +23.7% | +123.1% | -99.3% | +13.3% |
| YTD | +28.2% | +369.0% | -340.8% | +10.3% |
| 1Y | +64.0% | +256.4% | -192.4% | +42.7% |
| 3Y | +99.4% | +96.4% | +3.0% | +71.1% |
| 5Y | +19.3% | +836.6% | -817.3% | -11.1% |
| 10Y | +158.7% | +3,718.1% | -3,559.4% | +64.7% |
| All | +906.3% | +2,508.5% | -1,602.3% | +492.8% |
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