+68.5%
XLI vs AEHR
+86.3%
-17.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | -0.6% |
| 7D | -2.3% | +23.0% | -25.3% | -3.7% |
| 30D | -8.2% | -19.9% | +11.8% | -7.1% |
| 3M | +0.8% | +0.5% | +0.2% | -0.9% |
| 6M | +0.8% | +123.6% | -122.7% | -7.6% |
| YTD | +10.5% | +364.6% | -354.1% | -4.5% |
| 1Y | +14.1% | +255.3% | -241.2% | -0.4% |
| All | +68.5% | +86.3% | -17.8% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling