+1.2%
XLB vs AEHR
-38.7%
+39.9%
-9.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -7.2% | +5.9% | -1.2% |
| 7D | 0.0% | +24.2% | -24.1% | -0.2% |
| 30D | +5.3% | -21.2% | +26.5% | +5.6% |
| 3M | 0.0% | -52.8% | +52.8% | +1.1% |
| 6M | +1.2% | -36.9% | +38.1% | +1.0% |
| All | +1.2% | -38.7% | +39.9% | +1.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling