+81.8%
XLI vs AEHR
+817.5%
-735.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.1% | +1.0% |
| 7D | -1.7% | +9.8% | -11.4% | -2.3% |
| 30D | -7.3% | -26.7% | +19.5% | -5.5% |
| 3M | -1.3% | -8.1% | +6.7% | -2.5% |
| 6M | +2.2% | +123.1% | -120.8% | -6.9% |
| YTD | +11.7% | +369.0% | -357.3% | -4.6% |
| 1Y | +14.3% | +256.4% | -242.1% | -1.3% |
| 3Y | +70.3% | +96.4% | -26.0% | +44.9% |
| All | +81.8% | +817.5% | -735.7% | +29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling