+1,093.3%
XLI vs AEHR
+1,811.2%
-717.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +5.3% | -6.8% | -1.8% |
| 7D | -0.6% | +19.1% | -19.7% | -1.5% |
| 30D | -6.9% | -10.0% | +3.1% | -6.7% |
| 3M | -1.9% | +1.3% | -3.3% | -3.1% |
| 6M | +1.0% | +133.8% | -132.7% | -4.9% |
| YTD | +11.3% | +373.3% | -362.0% | +0.8% |
| 1Y | +15.8% | +256.2% | -240.4% | +5.7% |
| 3Y | +69.8% | +93.2% | -23.4% | +53.5% |
| 5Y | +80.9% | +793.1% | -712.2% | +47.9% |
| 10Y | +257.2% | +3,753.2% | -3,496.0% | +156.9% |
| All | +1,093.3% | +1,811.2% | -717.9% | +633.1% |
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