+821.1%
XLB vs AEHR
+1,039.6%
-218.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.7% | +6.4% | +0.1% |
| 7D | +0.5% | +6.4% | -5.8% | +0.2% |
| 30D | +5.2% | -20.3% | +25.5% | +5.7% |
| 3M | +0.3% | -53.8% | +54.1% | +3.1% |
| 6M | +1.2% | -44.8% | +46.0% | +1.7% |
| YTD | +16.6% | +182.2% | -165.6% | +6.8% |
| 1Y | +21.4% | +174.7% | -153.3% | +11.3% |
| 3Y | +43.2% | +143.5% | -100.3% | +26.8% |
| 5Y | +28.0% | +129.9% | -101.8% | +9.6% |
| 10Y | +164.8% | +1,786.8% | -1,622.0% | +92.0% |
| All | +821.1% | +1,039.6% | -218.5% | +454.8% |
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