+552.8%
XLP vs AEHR
+971.4%
-418.6%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +9.0% | -10.3% | -1.4% |
| 7D | +0.7% | -2.4% | +3.1% | +0.7% |
| 30D | +10.3% | -40.1% | +50.3% | +10.9% |
| 3M | +6.5% | -46.3% | +52.8% | +7.1% |
| 6M | +8.4% | -44.6% | +53.0% | +8.4% |
| YTD | +18.2% | +165.3% | -147.1% | +14.7% |
| 1Y | +22.4% | +126.1% | -103.7% | +19.1% |
| 3Y | +41.9% | +132.2% | -90.3% | +35.9% |
| 5Y | +40.9% | +108.3% | -67.4% | +33.0% |
| 10Y | +128.4% | +1,538.2% | -1,409.9% | +101.7% |
| All | +552.8% | +971.4% | -418.6% | +445.8% |
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