+135.9%
XLU vs AEHR
+3,845.4%
-3,709.5%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | -1.6% | +9.8% | -11.4% | -1.7% |
| 30D | -3.3% | -26.7% | +23.4% | -2.9% |
| 3M | -3.2% | -8.1% | +4.9% | -3.4% |
| 6M | -7.0% | +123.1% | -130.0% | -8.9% |
| YTD | +0.6% | +369.0% | -368.4% | -3.0% |
| 1Y | +2.4% | +256.4% | -253.9% | -1.0% |
| 3Y | +46.3% | +96.4% | -50.1% | +40.9% |
| 5Y | +44.0% | +836.6% | -792.6% | +32.0% |
| All | +135.9% | +3,845.4% | -3,709.5% | +97.0% |
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