+788.5%
XLK vs AEHR
+3,845.4%
-3,056.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.2% |
| 7D | +0.2% | +9.8% | -9.6% | -0.6% |
| 30D | -0.6% | -26.7% | +26.1% | +1.7% |
| 3M | +2.6% | -8.1% | +10.7% | +1.5% |
| 6M | +34.0% | +123.1% | -89.1% | +21.1% |
| YTD | +30.7% | +369.0% | -338.3% | +9.8% |
| 1Y | +39.2% | +256.4% | -217.2% | +18.7% |
| 3Y | +120.4% | +96.4% | +24.1% | +83.8% |
| 5Y | +148.8% | +836.6% | -687.8% | +77.2% |
| All | +788.5% | +3,845.4% | -3,056.9% | +437.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling