+20.7%
XLK vs AEHR
+147.2%
-126.5%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.6% | +6.6% | +0.9% |
| 7D | -7.6% | -5.7% | -1.9% | -7.3% |
| 30D | -12.2% | -41.7% | +29.6% | -6.4% |
| 3M | -5.5% | -44.6% | +39.2% | +0.3% |
| 6M | +9.2% | -28.9% | +38.1% | +9.1% |
| YTD | +23.0% | +201.3% | -178.3% | -1.7% |
| 1Y | +20.7% | +145.3% | -124.6% | -0.5% |
| All | +20.7% | +147.2% | -126.5% | -0.5% |
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