+28.3%
XLB vs AEHR
+164.2%
-135.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.2% | +5.9% | -0.8% |
| 7D | 0.0% | +24.2% | -24.1% | -1.5% |
| 30D | +5.3% | -21.2% | +26.5% | +6.2% |
| 3M | 0.0% | -52.8% | +52.8% | +4.0% |
| 6M | +1.2% | -36.9% | +38.1% | +0.9% |
| YTD | +16.9% | +202.3% | -185.4% | +0.3% |
| 1Y | +20.9% | +162.9% | -142.0% | +4.7% |
| 3Y | +43.3% | +149.1% | -105.8% | +15.8% |
| 5Y | +28.3% | +146.2% | -117.9% | -7.9% |
| All | +28.3% | +164.2% | -135.9% | -7.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling