+820.5%
XLB vs AEHR
+1,625.2%
-804.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +13.1% | -13.4% | -1.0% |
| 7D | -1.4% | +6.7% | -8.1% | -1.7% |
| 30D | -0.4% | -12.7% | +12.3% | 0.0% |
| 3M | +2.0% | -26.0% | +28.0% | +2.1% |
| 6M | +1.8% | +102.2% | -100.4% | -3.9% |
| YTD | +16.6% | +327.2% | -310.7% | +5.5% |
| 1Y | +16.9% | +228.1% | -211.2% | +6.5% |
| 3Y | +32.6% | +67.0% | -34.5% | +19.9% |
| 5Y | +35.6% | +928.1% | -892.5% | +8.9% |
| 10Y | +160.0% | +3,269.5% | -3,109.5% | +84.5% |
| All | +820.5% | +1,625.2% | -804.7% | +447.7% |
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