+412.9%
XLF vs AEHR
+1,811.2%
-1,398.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +5.3% | -5.7% | -0.7% |
| 7D | -1.0% | +19.1% | -20.1% | -2.0% |
| 30D | -1.3% | -10.0% | +8.7% | -1.1% |
| 3M | +9.1% | +1.3% | +7.8% | +7.6% |
| 6M | +14.4% | +133.8% | -119.4% | +6.6% |
| YTD | +5.1% | +373.3% | -368.2% | -6.4% |
| 1Y | +8.6% | +256.2% | -247.5% | -2.4% |
| 3Y | +74.4% | +93.2% | -18.8% | +55.1% |
| 5Y | +64.4% | +793.1% | -728.7% | +28.8% |
| 10Y | +251.6% | +3,753.2% | -3,501.6% | +133.5% |
| All | +412.9% | +1,811.2% | -1,398.3% | +182.4% |
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