+46.3%
XLE vs AEHR
+166.9%
-120.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.2% | +8.7% | +1.5% |
| 7D | +4.4% | +24.2% | -19.8% | +4.6% |
| 30D | -4.3% | -21.2% | +17.0% | -4.4% |
| 3M | +6.0% | -52.8% | +58.8% | +5.4% |
| 6M | +13.2% | -36.9% | +50.1% | +13.6% |
| YTD | +46.7% | +202.3% | -155.6% | +36.7% |
| All | +46.3% | +166.9% | -120.6% | +36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling