+562.7%
XLP vs AEHR
+1,215.6%
-652.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.4% | -10.0% | +0.3% |
| 7D | -0.5% | +8.1% | -8.7% | -0.7% |
| 30D | +8.3% | -15.9% | +24.2% | +8.4% |
| 3M | +8.7% | -43.9% | +52.6% | +9.2% |
| 6M | +11.2% | -37.1% | +48.3% | +11.1% |
| YTD | +20.0% | +225.8% | -205.8% | +16.1% |
| 1Y | +21.3% | +184.0% | -162.7% | +17.6% |
| 3Y | +43.8% | +168.5% | -124.6% | +37.5% |
| 5Y | +43.3% | +186.2% | -142.9% | +34.7% |
| 10Y | +136.8% | +2,078.1% | -1,941.4% | +108.2% |
| All | +562.7% | +1,215.6% | -652.9% | +452.6% |
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