+1,455.3%
XLK vs AEHR
+1,776.2%
-320.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.8% | +0.4% | -1.3% |
| 7D | -0.4% | +23.0% | -23.4% | -1.8% |
| 30D | -0.5% | -19.9% | +19.5% | +0.6% |
| 3M | +5.0% | +0.5% | +4.5% | +3.6% |
| 6M | +32.9% | +123.6% | -90.7% | +23.6% |
| YTD | +29.0% | +364.6% | -335.7% | +13.9% |
| 1Y | +37.8% | +255.3% | -217.5% | +23.0% |
| 3Y | +118.7% | +89.7% | +29.0% | +93.0% |
| 5Y | +145.6% | +827.9% | -682.3% | +91.7% |
| 10Y | +791.5% | +3,682.7% | -2,891.2% | +501.3% |
| All | +1,455.3% | +1,776.2% | -320.9% | +756.3% |
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