+158.8%
XLB vs AEHR
+3,808.7%
-3,649.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -1.1% |
| 7D | -3.5% | +23.0% | -26.5% | -4.7% |
| 30D | -4.7% | -19.9% | +15.3% | -3.8% |
| 3M | +2.7% | +0.5% | +2.2% | +1.1% |
| 6M | +2.6% | +123.6% | -121.0% | -4.9% |
| YTD | +12.8% | +364.6% | -351.8% | -0.8% |
| 1Y | +14.0% | +255.3% | -241.4% | +1.1% |
| 3Y | +31.5% | +89.7% | -58.2% | +15.1% |
| 5Y | +33.4% | +827.9% | -794.5% | +2.8% |
| All | +158.8% | +3,808.7% | -3,649.9% | +69.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling